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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 | $24,507 | $115,796-78.8% | $101,264-75.8% | $158,950-84.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.07% | 56.15%-44.1pp | 46.48%-34.4pp | 302.91%-290.8pp |
| Employer contribution / active EE | $1,614 | $4,175-61.4% | $3,660-55.9% | $4,762-66.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $256 | $7,247-96.5% | $5,947-95.7% | $11,248-97.7% |