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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 | $3,483 | $88,754-96.1% | $81,820-95.7% | $145,877-97.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 35.62% | 1031.77%-996.1pp | 777.93%-742.3pp | 551.28%-515.7pp |
| Employer contribution / active EE | $1,113 | $3,085-63.9% | $2,915-61.8% | $4,663-76.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $33 | $8,424-99.6% | $7,391-99.6% | $13,402-99.8% |