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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 | $20,461 | $65,434-68.7% | $98,483-79.2% | $85,847-76.2% |
| Participation rate | 82.5% | 65.0%+17.5pp | 73.3%+9.2pp | 69.3%+13.2pp |
| Annual return | 13.04% | 21.75%-8.7pp | 1494.38%-1481.3pp | 318.61%-305.6pp |
| Employer contribution / active EE | $800 | $2,169-63.1% | $2,961-73.0% | $2,565-68.8% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $259 | $4,595-94.4% | $5,953-95.7% | $6,261-95.9% |