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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 | $57,356 | $111,878-48.7% | $93,727-38.8% | $145,897-60.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 30.70% | 204.28%-173.6pp | 133.83%-103.1pp | 552.29%-521.6pp |
| Employer contribution / active EE | $1,973 | $3,092-36.2% | $2,421-18.5% | $4,663-57.7% |
| Participant deferral / active EE | $684 | $4,920-86.1% | $4,417-84.5% | $6,689-89.8% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |