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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 | $120,096 | $212,777-43.6% | $173,703-30.9% | $198,609-39.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 10.66% | 18.82%-8.2pp | 17.46%-6.8pp | 202.70%-192.0pp |
| Employer contribution / active EE | $1,956 | $5,214-62.5% | $4,288-54.4% | $5,055-61.3% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $19,536-100.0% | $15,562-100.0% | $19,030-100.0% |