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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 | $223,662 | $138,102+62.0% | $125,381+78.4% | $134,532+66.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.96% | 750.73%-770.7pp | 572.31%-592.3pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,858 | $5,245-64.6% | $4,815-61.4% | $4,741-60.8% |
| Participant deferral / active EE | $2,082 | $7,801-73.3% | $7,448-72.1% | $6,401-67.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |