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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 | $39,175 | $209,888-81.3% | $189,545-79.3% | $167,553-76.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.42% | 748.66%-733.2pp | 555.36%-539.9pp | 478.89%-463.5pp |
| Employer contribution / active EE | $2,059 | $6,915-70.2% | $6,162-66.6% | $4,840-57.5% |
| Participant deferral / active EE | $3,364 | $8,934-62.3% | $8,220-59.1% | $6,343-47.0% |
| Admin fee / account holder | $20 | $14,300-99.9% | $12,049-99.8% | $12,316-99.8% |