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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 | $43,026 | $138,078-68.8% | $125,363-65.7% | $134,509-68.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.33% | 750.49%-767.8pp | 572.15%-589.5pp | 418.13%-435.5pp |
| Employer contribution / active EE | $6,234 | $5,245+18.9% | $4,815+29.5% | $4,741+31.5% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |