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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 | $38,786 | $92,743-58.2% | $82,744-53.1% | $134,532-71.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -16.85% | 946.63%-963.5pp | 702.22%-719.1pp | 418.27%-435.1pp |
| Employer contribution / active EE | $1,472 | $3,273-55.0% | $3,008-51.1% | $4,741-69.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6 | $5,977-99.9% | $5,325-99.9% | $11,429-99.9% |