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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 | $38,409 | $93,346-58.9% | $71,796-46.5% | $273,972-86.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 19.73% | 130.39%-110.7pp | 78.04%-58.3pp | 41.46%-21.7pp |
| Employer contribution / active EE | $9,059 | $2,733+231.4% | $1,924+370.7% | $4,869+86.1% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $55 | $6,571-99.2% | $4,815-98.8% | $10,133-99.5% |