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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 | $101,656 | $155,833-34.8% | $124,693-18.5% | $167,536-39.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 15.94% | 17.98%-2.0pp | 5144.19%-5128.2pp | 478.82%-462.9pp |
| Employer contribution / active EE | $14,667 | $4,164+252.2% | $3,324+341.2% | $4,839+203.1% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $30 | $9,534-99.7% | $7,494-99.6% | $12,315-99.8% |