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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 | $10,265 | $29,716-65.5% | $56,077-81.7% | $80,925-87.3% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 13.26% | 35.30%-22.0pp | 1709.28%-1696.0pp | 35.65%-22.4pp |
| Employer contribution / active EE | $1,014 | $671+51.2% | $1,040-2.5% | $2,756-63.2% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5 | $2,432-99.8% | $2,825-99.8% | $6,940-99.9% |