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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 | $16,704 | $48,011-65.2% | $63,803-73.8% | $82,637-79.8% |
| Participation rate | 86.5% | 66.6%+19.9pp | 72.7%+13.8pp | 68.1%+18.4pp |
| Annual return | 15.72% | 19.84%-4.1pp | 543.72%-528.0pp | 53.51%-37.8pp |
| Employer contribution / active EE | $2,173 | $1,904+14.1% | $2,532-14.2% | $2,552-14.9% |
| Participant deferral / active EE | $0 | $2,846-100.0% | $3,843-100.0% | $4,126-100.0% |
| Admin fee / account holder | $22 | $3,873-99.4% | $5,196-99.6% | $7,339-99.7% |