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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 | $56,592 | $82,324-31.3% | $68,803-17.7% | $134,545-57.9% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -9.76% | -2.17%-7.6pp | -6.37%-3.4pp | 418.37%-428.1pp |
| Employer contribution / active EE | $490 | $3,302-85.1% | $2,656-81.5% | $4,742-89.7% |
| Participant deferral / active EE | $891 | $4,740-81.2% | $3,942-77.4% | $6,401-86.1% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |