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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 | $40,777 | $67,823-39.9% | $52,425-22.2% | $137,256-70.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 16.80% | 219.11%-202.3pp | 302.12%-285.3pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,158 | $1,163+171.5% | $914+245.4% | $4,156-24.0% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $165 | $2,844-94.2% | $2,495-93.4% | $12,270-98.7% |