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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 | $21,545 | $125,190-82.8% | $105,624-79.6% | $145,897-85.2% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 8.33% | 225.22%-216.9pp | 116.20%-107.9pp | 552.29%-544.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $703 | $5,716-87.7% | $5,013-86.0% | $6,689-89.5% |
| Admin fee / account holder | $175 | $17,138-99.0% | $10,961-98.4% | $13,390-98.7% |