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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 | $83,833 | $103,000-18.6% | $90,300-7.2% | $152,885-45.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 23.96% | 95.19%-71.2pp | 78.11%-54.2pp | 345.39%-321.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $602 | $4,281-85.9% | $3,884-84.5% | $5,851-89.7% |
| Admin fee / account holder | $10 | $6,173-99.8% | $5,353-99.8% | $11,598-99.9% |