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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 | $31,866 | $234,190-86.4% | $180,320-82.3% | $198,609-84.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 12.91% | 1057.44%-1044.5pp | 778.54%-765.6pp | 202.70%-189.8pp |
| Employer contribution / active EE | $551 | $5,258-89.5% | $4,108-86.6% | $5,055-89.1% |
| Participant deferral / active EE | $551 | $4,988-89.0% | $4,304-87.2% | $6,977-92.1% |
| Admin fee / account holder | $136 | $12,558-98.9% | $10,000-98.6% | $19,030-99.3% |