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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 | $20,996 | $129,737-83.8% | $119,126-82.4% | $154,746-86.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.54% | 379.08%-363.5pp | 282.11%-266.6pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,712 | $4,375-60.9% | $4,034-57.5% | $4,379-60.9% |
| Participant deferral / active EE | $1,043 | $5,842-82.1% | $5,318-80.4% | $6,730-84.5% |
| Admin fee / account holder | $41 | $11,961-99.7% | $10,693-99.6% | $14,365-99.7% |