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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 | $78,314 | $96,678-19.0% | $86,640-9.6% | $139,466-43.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.37% | 106.69%-84.3pp | 592.52%-570.1pp | 373.66%-351.3pp |
| Employer contribution / active EE | $2,972 | $3,265-9.0% | $3,024-1.7% | $4,754-37.5% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $77 | $6,410-98.8% | $5,616-98.6% | $11,409-99.3% |