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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 | $114,334 | $150,446-24.0% | $136,297-16.1% | $147,585-22.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.58% | 1049.14%-1029.6pp | 5156.19%-5136.6pp | 578.58%-559.0pp |
| Employer contribution / active EE | $5,469 | $5,256+4.0% | $4,696+16.5% | $4,876+12.1% |
| Participant deferral / active EE | $1,448 | $6,631-78.2% | $6,247-76.8% | $5,439-73.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |