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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 | $20,987 | $159,978-86.9% | $147,041-85.7% | $145,978-85.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.52% | 98.36%-86.8pp | 419.21%-407.7pp | 550.52%-539.0pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $865 | $8,429-89.7% | $8,071-89.3% | $6,690-87.1% |
| Admin fee / account holder | $74 | $15,053-99.5% | $13,006-99.4% | $13,400-99.5% |