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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 | $62,527 | $135,645-53.9% | $110,243-43.3% | $135,379-53.8% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -4.31% | 513.24%-517.5pp | 314.76%-319.1pp | 519.79%-524.1pp |
| Employer contribution / active EE | $6,492 | $4,907+32.3% | $3,827+69.7% | $4,779+35.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |