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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 | $20,216 | $118,877-83.0% | $96,570-79.1% | $167,536-87.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 26.85% | 50.50%-23.6pp | 37.79%-10.9pp | 478.82%-452.0pp |
| Employer contribution / active EE | $5,000 | $3,121+60.2% | $2,357+112.1% | $4,839+3.3% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $184 | $8,069-97.7% | $6,182-97.0% | $12,315-98.5% |