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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 | $8,867 | $76,519-88.4% | $56,025-84.2% | $145,897-93.9% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 11.56% | 3017.03%-3005.5pp | 1712.69%-1701.1pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,111 | $1,383-19.7% | $1,042+6.7% | $4,663-76.2% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $18 | $3,331-99.5% | $2,828-99.4% | $13,390-99.9% |