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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 | $17,906 | $109,872-83.7% | $98,483-81.8% | $167,536-89.3% |
| Participation rate | 95.8% | 75.8%+20.0pp | 73.3%+22.5pp | 82.1%+13.7pp |
| Annual return | 20.19% | 1959.31%-1939.1pp | 1494.38%-1474.2pp | 478.82%-458.6pp |
| Employer contribution / active EE | $966 | $3,225-70.0% | $2,961-67.4% | $4,839-80.0% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $30 | $6,757-99.6% | $5,953-99.5% | $12,315-99.8% |