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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 | $54,372 | $103,000-47.2% | $90,300-39.8% | $152,885-64.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 39373.80% | 95.19%+39278.6pp | 78.11%+39295.7pp | 345.39%+39028.4pp |
| Employer contribution / active EE | $3,009 | $3,138-4.1% | $2,854+5.4% | $4,763-36.8% |
| Participant deferral / active EE | $650 | $4,281-84.8% | $3,884-83.3% | $5,851-88.9% |
| Admin fee / account holder | $6 | $6,173-99.9% | $5,353-99.9% | $11,598-99.9% |