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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 | $72,580 | $100,811-28.0% | $86,698-16.3% | $134,545-46.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -1.75% | 29.11%-30.9pp | 35.96%-37.7pp | 418.37%-420.1pp |
| Employer contribution / active EE | $25,568 | $3,490+632.6% | $2,837+801.3% | $4,742+439.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $28 | $10,926-99.7% | $7,492-99.6% | $11,431-99.8% |