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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 | $30,284 | $149,040-79.7% | $120,225-74.8% | $137,256-77.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.51% | 605.68%-592.2pp | 439.23%-425.7pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,822 | $4,350-58.1% | $3,475-47.6% | $4,156-56.2% |
| Participant deferral / active EE | $167 | $4,655-96.4% | $3,999-95.8% | $6,407-97.4% |
| Admin fee / account holder | $290 | $6,348-95.4% | $5,696-94.9% | $12,270-97.6% |