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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 | $23,391 | $149,040-84.3% | $120,225-80.5% | $137,256-83.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 49.27% | 605.68%-556.4pp | 439.23%-390.0pp | 220.34%-171.1pp |
| Employer contribution / active EE | $183 | $4,350-95.8% | $3,475-94.7% | $4,156-95.6% |
| Participant deferral / active EE | $183 | $4,655-96.1% | $3,999-95.4% | $6,407-97.1% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |