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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 | $23,335 | $117,904-80.2% | $102,457-77.2% | $145,978-84.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 11.67% | 31.80%-20.1pp | 29.41%-17.7pp | 550.52%-538.8pp |
| Employer contribution / active EE | $2,891 | $3,613-20.0% | $3,022-4.3% | $4,662-38.0% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $16 | $13,329-99.9% | $9,451-99.8% | $13,400-99.9% |