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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 | $24,059 | $99,079-75.7% | $78,002-69.2% | $273,972-91.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 3.29% | 217.93%-214.6pp | 425.99%-422.7pp | 41.46%-38.2pp |
| Employer contribution / active EE | $2,036 | $3,308-38.4% | $2,470-17.6% | $4,869-58.2% |
| Participant deferral / active EE | $327 | $4,306-92.4% | $3,497-90.7% | $5,287-93.8% |
| Admin fee / account holder | $4 | $8,954-100.0% | $5,481-99.9% | $10,133-100.0% |