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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 | $10,199 | $73,848-86.2% | $143,799-92.9% | $68,486-85.1% |
| Participation rate | 72.0% | 66.7%+5.3pp | 80.3%-8.3pp | 67.9%+4.1pp |
| Annual return | 1011.08% | 0.91%+1010.2pp | -0.04%+1011.1pp | -7.85%+1018.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $381 | $3,385-88.8% | $5,638-93.2% | $4,028-90.5% |
| Admin fee / account holder | $71 | $5,755-98.8% | $14,677-99.5% | $5,404-98.7% |