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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 | $155,039 | $196,972-21.3% | $182,262-14.9% | $198,609-21.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.18% | 158.27%-144.1pp | 140.60%-126.4pp | 202.70%-188.5pp |
| Employer contribution / active EE | $2,672 | $5,364-50.2% | $5,046-47.0% | $5,055-47.1% |
| Participant deferral / active EE | $2,438 | $8,643-71.8% | $8,276-70.5% | $6,977-65.1% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |