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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 | $29,289 | $103,038-71.6% | $90,324-67.6% | $152,909-80.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.55% | 95.25%-76.7pp | 78.15%-59.6pp | 345.46%-326.9pp |
| Employer contribution / active EE | $605 | $3,141-80.7% | $2,856-78.8% | $4,764-87.3% |
| Participant deferral / active EE | $605 | $4,282-85.9% | $3,885-84.4% | $5,851-89.7% |
| Admin fee / account holder | $147 | $6,177-97.6% | $5,356-97.3% | $11,601-98.7% |