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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 | $40,995 | $102,422-60.0% | $147,117-72.1% | $80,959-49.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.00% | 135.16%-120.2pp | 420.54%-405.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $7,522 | $3,717+102.3% | $4,932+52.5% | $2,757+172.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $83 | $7,953-99.0% | $12,993-99.4% | $6,925-98.8% |