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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 | $15,975 | $92,766-82.8% | $82,763-80.7% | $134,545-88.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.09% | 946.97%-962.1pp | 702.45%-717.5pp | 418.37%-433.5pp |
| Employer contribution / active EE | $994 | $3,273-69.6% | $3,008-66.9% | $4,742-79.0% |
| Participant deferral / active EE | $726 | $4,802-84.9% | $4,395-83.5% | $6,401-88.7% |
| Admin fee / account holder | $40 | $5,978-99.3% | $5,325-99.2% | $11,431-99.7% |