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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 | $86,148 | $168,635-48.9% | $147,617-41.6% | $125,389-31.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.98% | 77.65%-78.6pp | 61.98%-63.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,303 | $6,252-63.2% | $5,564-58.6% | $4,866-52.7% |
| Participant deferral / active EE | $900 | $5,507-83.7% | $4,895-81.6% | $5,352-83.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |