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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 | $10,976 | $107,809-89.8% | $97,032-88.7% | $155,188-92.9% |
| Participation rate | 77.8% | 75.5%+2.3pp | 71.6%+6.2pp | 80.8%-3.0pp |
| Annual return | 0.00% | 38.06%-38.1pp | 35.38%-35.4pp | 148.84%-148.8pp |
| Employer contribution / active EE | $8,537 | $2,911+193.2% | $2,629+224.7% | $4,248+101.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |