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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 | $11,089 | $169,161-93.4% | $129,295-91.4% | $145,959-92.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.16% | 14348.07%-14339.9pp | 9429.28%-9421.1pp | 561.95%-553.8pp |
| Employer contribution / active EE | $6,388 | $5,543+15.2% | $4,157+53.7% | $4,661+37.0% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $51 | $9,878-99.5% | $7,665-99.3% | $13,398-99.6% |