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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 | $238,642 | $142,409+67.6% | $119,634+99.5% | $134,545+77.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.51% | -12.46%+4.0pp | -14.98%+6.5pp | 418.37%-426.9pp |
| Employer contribution / active EE | $2,833 | $5,224-45.8% | $4,232-33.1% | $4,742-40.3% |
| Participant deferral / active EE | $1,200 | $6,468-81.4% | $5,601-78.6% | $6,401-81.3% |
| Admin fee / account holder | $20 | $13,594-99.9% | $10,329-99.8% | $11,431-99.8% |