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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 | $34,114 | $68,097-49.9% | $62,929-45.8% | $137,256-75.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.09% | 1859.11%-1844.0pp | 1063.93%-1048.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,420 | $2,811+21.7% | $2,505+36.6% | $4,156-17.7% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $110 | $6,521-98.3% | $5,065-97.8% | $12,270-99.1% |