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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 | $24,759 | $211,288-88.3% | $178,540-86.1% | $145,884-83.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.73% | 30.27%-12.5pp | 27.15%-9.4pp | 551.85%-534.1pp |
| Employer contribution / active EE | $1,133 | $4,574-75.2% | $3,953-71.3% | $4,662-75.7% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $202 | $12,105-98.3% | $10,424-98.1% | $13,392-98.5% |