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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 | $27,543 | $153,311-82.0% | $109,313-74.8% | $273,970-89.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 10.83% | 29.86%-19.0pp | 22.07%-11.2pp | 41.46%-30.6pp |
| Employer contribution / active EE | $2,190 | $5,619-61.0% | $3,892-43.7% | $4,869-55.0% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9 | $8,076-99.9% | $5,666-99.8% | $10,132-99.9% |