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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 | $47,770 | $97,125-50.8% | $86,233-44.6% | $137,256-65.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.37% | 74.19%-62.8pp | 61.39%-50.0pp | 220.34%-209.0pp |
| Employer contribution / active EE | $21,107 | $2,841+642.9% | $2,504+742.8% | $4,156+407.9% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $116 | $9,725-98.8% | $8,342-98.6% | $12,270-99.1% |