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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 | $100,091 | $106,008-5.6% | $92,240+8.5% | $147,586-32.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.07% | 50.05%-25.0pp | 176.29%-151.2pp | 578.59%-553.5pp |
| Employer contribution / active EE | $7,727 | $4,333+78.3% | $3,680+110.0% | $4,876+58.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |