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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 | $210,131 | $109,905+91.2% | $98,506+113.3% | $167,553+25.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.12% | 1960.20%-1950.1pp | 1494.92%-1484.8pp | 478.89%-468.8pp |
| Employer contribution / active EE | $7,961 | $3,226+146.8% | $2,961+168.8% | $4,840+64.5% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |