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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 | $245,434 | $97,761+151.1% | $83,850+192.7% | $135,382+81.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.46% | 1287.44%-1291.9pp | 850.92%-855.4pp | 519.77%-524.2pp |
| Employer contribution / active EE | $8,740 | $4,222+107.0% | $3,631+140.7% | $4,779+82.9% |
| Participant deferral / active EE | $520 | $4,682-88.9% | $4,082-87.3% | $5,609-90.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |