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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 | $47,821 | $103,949-54.0% | $69,182-30.9% | $273,970-82.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 7.92% | 35.28%-27.4pp | -21.93%+29.9pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,778 | $1,783+55.8% | $1,206+130.3% | $4,869-42.9% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $122 | $3,671-96.7% | $2,697-95.5% | $10,132-98.8% |