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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 | $11,897 | $73,421-83.8% | $66,439-82.1% | $155,188-92.3% |
| Participation rate | 88.9% | 79.7%+9.2pp | 74.5%+14.4pp | 80.8%+8.1pp |
| Annual return | 10.90% | 1382.37%-1371.5pp | 757.66%-746.8pp | 148.84%-137.9pp |
| Employer contribution / active EE | $1,375 | $3,039-54.7% | $2,637-47.8% | $4,248-67.6% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $97 | $8,856-98.9% | $6,173-98.4% | $14,480-99.3% |