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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 | $29,458 | $124,175-76.3% | $108,405-72.8% | $167,536-82.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.67% | 1380.13%-1359.5pp | 905.55%-884.9pp | 478.82%-458.1pp |
| Employer contribution / active EE | $5,762 | $4,188+37.6% | $3,559+61.9% | $4,839+19.1% |
| Participant deferral / active EE | $376 | $6,908-94.6% | $6,563-94.3% | $6,342-94.1% |
| Admin fee / account holder | $19 | $9,457-99.8% | $7,297-99.7% | $12,315-99.8% |