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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 | $21,307 | $88,710-76.0% | $81,783-73.9% | $145,959-85.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 17.84% | 1027.26%-1009.4pp | 775.05%-757.2pp | 561.95%-544.1pp |
| Employer contribution / active EE | $1,385 | $3,083-55.1% | $2,913-52.4% | $4,661-70.3% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $276 | $8,407-96.7% | $7,380-96.3% | $13,398-97.9% |