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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 | $59,359 | $99,031-40.1% | $86,597-31.5% | $147,585-59.8% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 15.61% | 1312.56%-1297.0pp | 964.96%-949.4pp | 578.57%-563.0pp |
| Employer contribution / active EE | $5,785 | $3,132+84.7% | $2,840+103.7% | $4,876+18.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |