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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 | $163,313 | $134,001+21.9% | $112,258+45.5% | $134,509+21.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.96% | 47.15%-62.1pp | 27.47%-42.4pp | 418.13%-433.1pp |
| Employer contribution / active EE | $24,851 | $4,039+515.2% | $3,636+583.6% | $4,741+424.2% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $130 | $7,491-98.3% | $6,411-98.0% | $11,427-98.9% |