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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 | $28,463 | $72,403-60.7% | $67,524-57.8% | $145,978-80.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.26% | 7197.23%-7184.0pp | 3519.41%-3506.1pp | 550.52%-537.3pp |
| Employer contribution / active EE | $2,849 | $3,072-7.2% | $2,734+4.2% | $4,662-38.9% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,001-100.0% | $6,690-100.0% |
| Admin fee / account holder | $101 | $5,541-98.2% | $4,001-97.5% | $13,400-99.2% |