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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 | $8,350 | $57,073-85.4% | $85,126-90.2% | $80,925-89.7% |
| Participation rate | 80.0% | 56.4%+23.6pp | 67.5%+12.5pp | 67.7%+12.3pp |
| Annual return | 11.22% | 21.69%-10.5pp | 66.63%-55.4pp | 35.65%-24.4pp |
| Employer contribution / active EE | $5,711 | $1,801+217.2% | $2,731+109.1% | $2,756+107.2% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $52 | $4,988-99.0% | $6,160-99.2% | $6,940-99.2% |