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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 | $74,842 | $99,995-25.2% | $85,063-12.0% | $145,978-48.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.61% | 83.99%-74.4pp | 66.54%-56.9pp | 550.52%-540.9pp |
| Employer contribution / active EE | $4,000 | $3,231+23.8% | $2,727+46.7% | $4,662-14.2% |
| Participant deferral / active EE | $0 | $5,295-100.0% | $4,523-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5 | $7,255-99.9% | $6,155-99.9% | $13,400-100.0% |