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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 | $1,937 | $67,823-97.1% | $52,425-96.3% | $137,256-98.6% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 19.85% | 219.11%-199.3pp | 302.12%-282.3pp | 220.34%-200.5pp |
| Employer contribution / active EE | $73 | $1,163-93.8% | $914-92.1% | $4,156-98.3% |
| Participant deferral / active EE | $122 | $2,288-94.7% | $1,790-93.2% | $6,407-98.1% |
| Admin fee / account holder | $113 | $2,844-96.0% | $2,495-95.5% | $12,270-99.1% |