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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 | $36,516 | $88,710-58.8% | $81,783-55.4% | $145,959-75.0% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 13.29% | 1027.26%-1014.0pp | 775.05%-761.8pp | 561.95%-548.7pp |
| Employer contribution / active EE | $4,281 | $3,083+38.8% | $2,913+47.0% | $4,661-8.2% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $83 | $8,407-99.0% | $7,380-98.9% | $13,398-99.4% |