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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 | $58,407 | $72,403-19.3% | $67,524-13.5% | $145,978-60.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 19.49% | 7197.23%-7177.7pp | 3519.41%-3499.9pp | 550.52%-531.0pp |
| Employer contribution / active EE | $458 | $3,072-85.1% | $2,734-83.3% | $4,662-90.2% |
| Participant deferral / active EE | $610 | $4,782-87.2% | $4,001-84.8% | $6,690-90.9% |
| Admin fee / account holder | $106 | $5,541-98.1% | $4,001-97.3% | $13,400-99.2% |