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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 | $64,925 | $111,785-41.9% | $93,669-30.7% | $145,877-55.5% |
| Participation rate | 95.7% | 74.2%+21.4pp | 68.7%+26.9pp | 80.3%+15.3pp |
| Annual return | 11.55% | 203.79%-192.2pp | 133.59%-122.0pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,113 | $3,096-31.7% | $2,424-12.8% | $4,663-54.7% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $79 | $10,256-99.2% | $8,291-99.1% | $13,402-99.4% |