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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 | $75,186 | $149,040-49.6% | $120,225-37.5% | $137,256-45.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.75% | 605.68%-584.9pp | 439.23%-418.5pp | 220.34%-199.6pp |
| Employer contribution / active EE | $7,000 | $4,350+60.9% | $3,475+101.4% | $4,156+68.4% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |