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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 | $53,902 | $112,131-51.9% | $95,964-43.8% | $158,982-66.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.90% | 171.19%-158.3pp | 91.64%-78.7pp | 302.99%-290.1pp |
| Employer contribution / active EE | $1,994 | $3,199-37.7% | $2,541-21.5% | $4,763-58.1% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |