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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 | $31,775 | $110,093-71.1% | $97,295-67.3% | $145,897-78.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 21.03% | 244.76%-223.7pp | 75.62%-54.6pp | 552.29%-531.3pp |
| Employer contribution / active EE | $1,388 | $3,077-54.9% | $2,723-49.0% | $4,663-70.2% |
| Participant deferral / active EE | $526 | $4,678-88.8% | $4,264-87.7% | $6,689-92.1% |
| Admin fee / account holder | $84 | $6,212-98.7% | $5,646-98.5% | $13,390-99.4% |