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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 | $174,973 | $169,356+3.3% | $129,406+35.2% | $145,897+19.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.50% | 14418.62%-14409.1pp | 9468.18%-9458.7pp | 552.29%-542.8pp |
| Employer contribution / active EE | $2,340 | $5,542-57.8% | $4,155-43.7% | $4,663-49.8% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |