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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 | $29,949 | $107,666-72.2% | $102,184-70.7% | $154,746-80.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.91% | 29.33%-11.4pp | 31.58%-13.7pp | 172.34%-154.4pp |
| Employer contribution / active EE | $71 | $3,846-98.2% | $3,594-98.0% | $4,379-98.4% |
| Participant deferral / active EE | $81 | $8,719-99.1% | $8,309-99.0% | $6,730-98.8% |
| Admin fee / account holder | $91 | $12,943-99.3% | $11,609-99.2% | $14,365-99.4% |