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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 | $19,755 | $129,737-84.8% | $119,126-83.4% | $154,746-87.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.56% | 379.08%-365.5pp | 282.11%-268.5pp | 172.34%-158.8pp |
| Employer contribution / active EE | $5,005 | $4,375+14.4% | $4,034+24.1% | $4,379+14.3% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $196 | $11,961-98.4% | $10,693-98.2% | $14,365-98.6% |