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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 | $93,426 | $197,819-52.8% | $155,789-40.0% | $125,389-25.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.91% | 86.73%-88.6pp | 71.54%-73.4pp | 282.24%-284.2pp |
| Employer contribution / active EE | $656 | $4,850-86.5% | $3,839-82.9% | $4,866-86.5% |
| Participant deferral / active EE | $656 | $5,631-88.4% | $4,798-86.3% | $5,352-87.7% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |