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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 | $56,401 | $108,701-48.1% | $74,723-24.5% | $152,909-63.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 19.59% | 114.12%-94.5pp | 753.18%-733.6pp | 345.46%-325.9pp |
| Employer contribution / active EE | $3,125 | $1,504+107.8% | $1,084+188.2% | $4,764-34.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |