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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 | $12,535 | $72,426-82.7% | $67,560-81.4% | $145,897-91.4% |
| Participation rate | 92.3% | 76.9%+15.4pp | 72.9%+19.4pp | 80.3%+12.0pp |
| Annual return | 11.35% | 7226.78%-7215.4pp | 3533.50%-3522.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $841 | $3,074-72.7% | $2,737-69.3% | $4,663-82.0% |
| Participant deferral / active EE | $684 | $4,785-85.7% | $4,004-82.9% | $6,689-89.8% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |