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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 | $88,116 | $90,607-2.7% | $79,467+10.9% | $135,380-34.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.34% | 977.74%-977.4pp | 718.30%-718.0pp | 519.81%-519.5pp |
| Employer contribution / active EE | $4,145 | $3,068+35.1% | $2,800+48.0% | $4,779-13.3% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $24 | $5,895-99.6% | $5,104-99.5% | $10,828-99.8% |