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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 | $33,686 | $100,895-66.6% | $90,430-62.7% | $158,950-78.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 70.17% | 1725.54%-1655.4pp | 1293.73%-1223.6pp | 302.91%-232.7pp |
| Employer contribution / active EE | $13,000 | $3,689+252.4% | $3,262+298.5% | $4,762+173.0% |
| Participant deferral / active EE | $270 | $4,347-93.8% | $3,963-93.2% | $5,983-95.5% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |