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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 | $129,261 | $90,607+42.7% | $79,467+62.7% | $135,380-4.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.51% | 977.74%-969.2pp | 718.30%-709.8pp | 519.81%-511.3pp |
| Employer contribution / active EE | $6,478 | $3,068+111.2% | $2,800+131.3% | $4,779+35.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17 | $5,895-99.7% | $5,104-99.7% | $10,828-99.8% |