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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 | $54,185 | $157,304-65.6% | $141,197-61.6% | $152,909-64.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.71% | 64.34%-48.6pp | 71.41%-55.7pp | 345.46%-329.8pp |
| Employer contribution / active EE | $1,765 | $5,263-66.5% | $4,736-62.7% | $4,764-63.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |