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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 | $52,107 | $138,075-62.3% | $123,552-57.8% | $135,379-61.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.03% | 153.70%-155.7pp | 119.20%-121.2pp | 519.79%-521.8pp |
| Employer contribution / active EE | $1,510 | $5,152-70.7% | $4,628-67.4% | $4,779-68.4% |
| Participant deferral / active EE | $227 | $6,800-96.7% | $6,426-96.5% | $5,609-95.9% |
| Admin fee / account holder | $176 | $10,917-98.4% | $9,285-98.1% | $10,828-98.4% |