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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 | $103,081 | $160,070-35.6% | $147,117-29.9% | $145,897-29.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 10.29% | 98.69%-88.4pp | 420.54%-410.3pp | 552.29%-542.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,967 | $8,419-76.6% | $8,065-75.6% | $6,689-70.6% |
| Admin fee / account holder | $171 | $15,035-98.9% | $12,993-98.7% | $13,390-98.7% |