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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 | $130,475 | $124,175+5.1% | $108,405+20.4% | $167,536-22.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.02% | 1380.13%-1365.1pp | 905.55%-890.5pp | 478.82%-463.8pp |
| Employer contribution / active EE | $1,658 | $4,188-60.4% | $3,559-53.4% | $4,839-65.7% |
| Participant deferral / active EE | $1,658 | $6,908-76.0% | $6,563-74.7% | $6,342-73.9% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |