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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,028 | $117,859-77.1% | $102,438-73.6% | $145,959-81.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.36% | 31.72%-12.4pp | 29.37%-10.0pp | 561.95%-542.6pp |
| Employer contribution / active EE | $3,916 | $3,615+8.3% | $3,024+29.5% | $4,661-16.0% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |