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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 | $37,573 | $90,504-58.5% | $78,690-52.3% | $273,965-86.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.28% | 75.61%-71.3pp | 62.18%-57.9pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,546 | $3,176-51.3% | $2,851-45.8% | $4,869-68.2% |
| Participant deferral / active EE | $163 | $3,901-95.8% | $3,517-95.4% | $5,287-96.9% |
| Admin fee / account holder | $258 | $5,263-95.1% | $4,511-94.3% | $10,132-97.5% |