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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 | $78,364 | $138,102-43.3% | $125,381-37.5% | $134,532-41.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.28% | 750.73%-771.0pp | 572.31%-592.6pp | 418.27%-438.5pp |
| Employer contribution / active EE | $1,055 | $5,245-79.9% | $4,815-78.1% | $4,741-77.7% |
| Participant deferral / active EE | $1,386 | $7,801-82.2% | $7,448-81.4% | $6,401-78.3% |
| Admin fee / account holder | $63 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |