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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 | $22,756 | $138,102-83.5% | $125,381-81.9% | $134,532-83.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -11.59% | 750.73%-762.3pp | 572.31%-583.9pp | 418.27%-429.9pp |
| Employer contribution / active EE | $1,010 | $5,245-80.7% | $4,815-79.0% | $4,741-78.7% |
| Participant deferral / active EE | $783 | $7,801-90.0% | $7,448-89.5% | $6,401-87.8% |
| Admin fee / account holder | $12 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |