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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 | $27,833 | $99,031-71.9% | $86,597-67.9% | $147,585-81.1% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 18.66% | 1312.56%-1293.9pp | 964.96%-946.3pp | 578.57%-559.9pp |
| Employer contribution / active EE | $1,369 | $3,132-56.3% | $2,840-51.8% | $4,876-71.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |