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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 | $199,693 | $106,005+88.4% | $92,239+116.5% | $147,585+35.3% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 17.46% | 50.05%-32.6pp | 176.29%-158.8pp | 578.58%-561.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $820 | $4,478-81.7% | $3,897-78.9% | $5,439-84.9% |
| Admin fee / account holder | $25 | $6,333-99.6% | $5,194-99.5% | $10,886-99.8% |