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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 | $20,115 | $90,320-77.7% | $59,496-66.2% | $125,389-84.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -1.02% | 369.13%-370.1pp | 182.05%-183.1pp | 282.24%-283.3pp |
| Employer contribution / active EE | $5,420 | $1,792+202.5% | $1,153+370.1% | $4,866+11.4% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |