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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 | $233,705 | $109,872+112.7% | $98,483+137.3% | $167,536+39.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.93% | 1959.31%-1946.4pp | 1494.38%-1481.5pp | 478.82%-465.9pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $514 | $4,673-89.0% | $4,276-88.0% | $6,342-91.9% |
| Admin fee / account holder | $12 | $6,757-99.8% | $5,953-99.8% | $12,315-99.9% |