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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 | $39,557 | $217,432-81.8% | $185,849-78.7% | $167,536-76.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.17% | 148.42%-135.2pp | 122.10%-108.9pp | 478.82%-465.6pp |
| Employer contribution / active EE | $2,210 | $5,875-62.4% | $5,169-57.2% | $4,839-54.3% |
| Participant deferral / active EE | $1,767 | $6,357-72.2% | $5,569-68.3% | $6,342-72.1% |
| Admin fee / account holder | $299 | $19,818-98.5% | $16,244-98.2% | $12,315-97.6% |