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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 | $16,740 | $93,124-82.0% | $77,100-78.3% | $134,545-87.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -10.02% | 62.68%-72.7pp | 42.35%-52.4pp | 418.37%-428.4pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $889 | $5,242-83.0% | $4,430-79.9% | $6,401-86.1% |
| Admin fee / account holder | $272 | $6,970-96.1% | $5,443-95.0% | $11,431-97.6% |