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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 | $27,956 | $96,630-71.1% | $86,605-67.7% | $139,427-79.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.26% | 106.48%-88.2pp | 591.39%-573.1pp | 373.27%-355.0pp |
| Employer contribution / active EE | $3,171 | $3,264-2.8% | $3,023+4.9% | $4,752-33.3% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,405-100.0% | $5,611-100.0% | $11,404-100.0% |