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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 | $47,631 | $117,895-59.6% | $102,460-53.5% | $145,897-67.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 10.67% | 31.92%-21.3pp | 29.47%-18.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,152 | $3,619-68.2% | $3,025-61.9% | $4,663-75.3% |
| Participant deferral / active EE | $1,548 | $5,736-73.0% | $5,056-69.4% | $6,689-76.9% |
| Admin fee / account holder | $266 | $13,353-98.0% | $9,460-97.2% | $13,390-98.0% |