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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 | $186,335 | $84,464+120.6% | $61,399+203.5% | $134,509+38.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 12.84% | 585.06%-572.2pp | 338.81%-326.0pp | 418.13%-405.3pp |
| Employer contribution / active EE | $10,000 | $1,545+547.4% | $1,159+762.5% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,124-100.0% | $6,400-100.0% |
| Admin fee / account holder | $30 | $2,587-98.8% | $2,131-98.6% | $11,427-99.7% |