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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 | $39,729 | $171,867-76.9% | $149,721-73.5% | $147,586-73.1% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 16.51% | 2113.36%-2096.9pp | 1501.67%-1485.2pp | 578.59%-562.1pp |
| Employer contribution / active EE | $2,137 | $6,275-65.9% | $5,444-60.7% | $4,876-56.2% |
| Participant deferral / active EE | $1,300 | $7,270-82.1% | $6,568-80.2% | $5,439-76.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |