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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 | $15,130 | $114,073-86.7% | $96,161-84.3% | $167,518-91.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.32% | 189.95%-176.6pp | 192.01%-178.7pp | 478.71%-465.4pp |
| Employer contribution / active EE | $7,366 | $3,428+114.8% | $2,798+163.2% | $4,838+52.2% |
| Participant deferral / active EE | $0 | $5,195-100.0% | $4,349-100.0% | $6,342-100.0% |
| Admin fee / account holder | $179 | $6,899-97.4% | $5,538-96.8% | $12,312-98.5% |