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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 | $13,677 | $100,938-86.5% | $90,461-84.9% | $158,982-91.4% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 6.52% | 1727.20%-1720.7pp | 1294.76%-1288.2pp | 302.99%-296.5pp |
| Employer contribution / active EE | $2,109 | $3,691-42.9% | $3,264-35.4% | $4,763-55.7% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $132 | $6,510-98.0% | $5,617-97.7% | $11,252-98.8% |