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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 | $152,018 | $160,059-5.0% | $140,019+8.6% | $135,379+12.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.90% | 911.44%-918.3pp | 651.15%-658.0pp | 519.79%-526.7pp |
| Employer contribution / active EE | $2,280 | $6,420-64.5% | $5,605-59.3% | $4,779-52.3% |
| Participant deferral / active EE | $2,186 | $7,641-71.4% | $6,927-68.4% | $5,609-61.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |