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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 | $24,171 | $183,539-86.8% | $155,556-84.5% | $145,897-83.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.31% | 61.31%-51.0pp | 64.84%-54.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,261 | $6,467-80.5% | $5,631-77.6% | $6,689-81.2% |
| Admin fee / account holder | $142 | $19,275-99.3% | $15,885-99.1% | $13,390-98.9% |