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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 | $13,838 | $97,751-85.8% | $103,447-86.6% | $145,877-90.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.90% | 25.43%-11.5pp | 23.92%-10.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,632 | $4,684-43.8% | $4,678-43.7% | $4,663-43.6% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,624-100.0% | $6,691-100.0% |
| Admin fee / account holder | $97 | $12,515-99.2% | $9,415-99.0% | $13,402-99.3% |