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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 | $19,650 | $150,197-86.9% | $120,368-83.7% | $145,959-86.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.10% | 154.26%-141.2pp | 107.26%-94.2pp | 561.95%-548.8pp |
| Employer contribution / active EE | $5,701 | $4,350+31.1% | $3,465+64.6% | $4,661+22.3% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,991-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |