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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 | $29,384 | $138,076-78.7% | $123,553-76.2% | $135,380-78.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.55% | 153.70%-157.2pp | 119.21%-122.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $5,714 | $5,152+10.9% | $4,628+23.5% | $4,779+19.6% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $117 | $10,917-98.9% | $9,284-98.7% | $10,828-98.9% |