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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 | $18,999 | $124,175-84.7% | $108,405-82.5% | $167,536-88.7% |
| Participation rate | 87.5% | 82.3%+5.2pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 14.56% | 1380.13%-1365.6pp | 905.55%-891.0pp | 478.82%-464.3pp |
| Employer contribution / active EE | $6,502 | $4,188+55.3% | $3,559+82.7% | $4,839+34.4% |
| Participant deferral / active EE | $447 | $6,908-93.5% | $6,563-93.2% | $6,342-93.0% |
| Admin fee / account holder | $198 | $9,457-97.9% | $7,297-97.3% | $12,315-98.4% |