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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 | $218,006 | $129,959+67.7% | $104,301+109.0% | $134,532+62.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.81% | 42.04%-61.9pp | 24.61%-44.4pp | 418.27%-438.1pp |
| Employer contribution / active EE | $4,725 | $4,185+12.9% | $3,373+40.1% | $4,741-0.3% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10 | $9,325-99.9% | $7,340-99.9% | $11,429-99.9% |