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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 | $39,994 | $202,326-80.2% | $172,745-76.8% | $152,870-73.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.95% | 1029.72%-1009.8pp | 802.90%-782.9pp | 345.34%-325.4pp |
| Employer contribution / active EE | $3,331 | $5,858-43.1% | $5,144-35.2% | $4,763-30.1% |
| Participant deferral / active EE | $671 | $5,948-88.7% | $5,197-87.1% | $5,850-88.5% |
| Admin fee / account holder | $26 | $17,110-99.8% | $13,954-99.8% | $11,597-99.8% |