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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 | $143,188 | $90,606+58.0% | $79,466+80.2% | $135,379+5.8% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | -4.44% | 977.69%-982.1pp | 718.28%-722.7pp | 519.79%-524.2pp |
| Employer contribution / active EE | $187 | $3,068-93.9% | $2,800-93.3% | $4,779-96.1% |
| Participant deferral / active EE | $312 | $4,050-92.3% | $3,704-91.6% | $5,609-94.4% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |