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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 | $95,916 | $138,114-30.6% | $125,391-23.5% | $134,545-28.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -7.48% | 750.88%-758.4pp | 572.41%-579.9pp | 418.37%-425.9pp |
| Employer contribution / active EE | $1,795 | $5,246-65.8% | $4,816-62.7% | $4,742-62.2% |
| Participant deferral / active EE | $2,059 | $7,801-73.6% | $7,448-72.4% | $6,401-67.8% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |