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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 | $20,284 | $159,978-87.3% | $147,041-86.2% | $145,978-86.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.72% | 98.36%-84.6pp | 419.21%-405.5pp | 550.52%-536.8pp |
| Employer contribution / active EE | $1,591 | $5,288-69.9% | $4,935-67.8% | $4,662-65.9% |
| Participant deferral / active EE | $2,192 | $8,429-74.0% | $8,071-72.8% | $6,690-67.2% |
| Admin fee / account holder | $232 | $15,053-98.5% | $13,006-98.2% | $13,400-98.3% |