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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 | $27,412 | $64,359-57.4% | $90,161-69.6% | $70,126-60.9% |
| Participation rate | 89.7% | 70.4%+19.3pp | 76.9%+12.8pp | 69.5%+20.2pp |
| Annual return | 18.61% | 28.13%-9.5pp | 34.89%-16.3pp | 73.15%-54.5pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,788 | $4,389-59.3% | $5,287-66.2% | $3,332-46.3% |
| Admin fee / account holder | $20 | $3,945-99.5% | $5,943-99.7% | $4,645-99.6% |