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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 | $2,580 | $67,823-96.2% | $52,425-95.1% | $137,256-98.1% |
| Participation rate | 93.3% | 63.9%+29.4pp | 55.6%+37.7pp | 80.0%+13.4pp |
| Annual return | 11.28% | 219.11%-207.8pp | 302.12%-290.8pp | 220.34%-209.1pp |
| Employer contribution / active EE | $89 | $1,163-92.4% | $914-90.3% | $4,156-97.9% |
| Participant deferral / active EE | $143 | $2,288-93.7% | $1,790-92.0% | $6,407-97.8% |
| Admin fee / account holder | $19 | $2,844-99.3% | $2,495-99.3% | $12,270-99.8% |