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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 | $59,229 | $177,353-66.6% | $158,226-62.6% | $198,609-70.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 3.37% | 599.50%-596.1pp | 501.41%-498.0pp | 202.70%-199.3pp |
| Employer contribution / active EE | $22,589 | $3,239+597.5% | $2,986+656.6% | $5,055+346.8% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $10,960-100.0% | $10,217-100.0% | $19,030-100.0% |