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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 | $38,882 | $88,672-56.2% | $105,223-63.0% | $82,448-52.8% |
| Participation rate | 96.0% | 67.9%+28.1pp | 75.0%+21.0pp | 68.1%+27.9pp |
| Annual return | 13.70% | 30.86%-17.2pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $4,600 | $3,048+50.9% | $3,689+24.7% | $2,551+80.3% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |