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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 | $13,459 | $73,518-81.7% | $63,003-78.6% | $147,585-90.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.60% | 175.46%-158.9pp | 87.59%-71.0pp | 578.57%-562.0pp |
| Employer contribution / active EE | $3,100 | $3,322-6.7% | $2,760+12.3% | $4,876-36.4% |
| Participant deferral / active EE | $58 | $4,183-98.6% | $3,329-98.2% | $5,439-98.9% |
| Admin fee / account holder | $133 | $5,952-97.8% | $3,600-96.3% | $10,885-98.8% |