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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 | $14,231 | $60,128-76.3% | $90,440-84.3% | $79,852-82.2% |
| Participation rate | 86.7% | 65.0%+21.7pp | 72.7%+14.0pp | 69.6%+17.0pp |
| Annual return | 15.79% | 71.95%-56.2pp | 1294.38%-1278.6pp | 31.72%-15.9pp |
| Employer contribution / active EE | $1,444 | $2,068-30.2% | $3,263-55.7% | $2,471-41.6% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $3,977-100.0% | $5,615-100.0% | $5,306-100.0% |