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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 | $45,907 | $138,076-66.8% | $123,553-62.8% | $135,380-66.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.24% | 153.70%-159.9pp | 119.21%-125.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $1,269 | $5,152-75.4% | $4,628-72.6% | $4,779-73.5% |
| Participant deferral / active EE | $1,424 | $6,800-79.1% | $6,426-77.8% | $5,609-74.6% |
| Admin fee / account holder | $46 | $10,917-99.6% | $9,284-99.5% | $10,828-99.6% |