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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 | $10,829 | $95,917-88.7% | $79,583-86.4% | $134,545-92.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -11.63% | -2.70%-8.9pp | 0.16%-11.8pp | 418.37%-430.0pp |
| Employer contribution / active EE | $4,542 | $3,129+45.1% | $2,414+88.2% | $4,742-4.2% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |