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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 | $43,632 | $109,967-60.3% | $97,197-55.1% | $145,877-70.1% |
| Participation rate | 83.3% | 76.0%+7.4pp | 72.7%+10.6pp | 80.3%+3.0pp |
| Annual return | 10.68% | 244.27%-233.6pp | 75.47%-64.8pp | 551.28%-540.6pp |
| Employer contribution / active EE | $422 | $3,077-86.3% | $2,723-84.5% | $4,663-91.0% |
| Participant deferral / active EE | $577 | $4,676-87.7% | $4,263-86.5% | $6,691-91.4% |
| Admin fee / account holder | $56 | $6,199-99.1% | $5,637-99.0% | $13,402-99.6% |