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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 | $163,088 | $168,635-3.3% | $147,617+10.5% | $125,389+30.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.75% | 77.65%-78.4pp | 61.98%-62.7pp | 282.24%-283.0pp |
| Employer contribution / active EE | $2,166 | $6,252-65.4% | $5,564-61.1% | $4,866-55.5% |
| Participant deferral / active EE | $1,072 | $5,507-80.5% | $4,895-78.1% | $5,352-80.0% |
| Admin fee / account holder | $15 | $13,580-99.9% | $11,612-99.9% | $9,541-99.8% |