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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 | $16,654 | $138,102-87.9% | $125,381-86.7% | $134,532-87.6% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -15.99% | 750.73%-766.7pp | 572.31%-588.3pp | 418.27%-434.3pp |
| Employer contribution / active EE | $1,402 | $5,245-73.3% | $4,815-70.9% | $4,741-70.4% |
| Participant deferral / active EE | $614 | $7,801-92.1% | $7,448-91.8% | $6,401-90.4% |
| Admin fee / account holder | $232 | $11,568-98.0% | $10,007-97.7% | $11,429-98.0% |