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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 | $52,653 | $95,917-45.1% | $79,583-33.8% | $134,545-60.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.39% | -2.70%-16.7pp | 0.16%-19.5pp | 418.37%-437.8pp |
| Employer contribution / active EE | $32,500 | $3,129+938.6% | $2,414+1246.5% | $4,742+585.4% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $24 | $9,132-99.7% | $6,835-99.7% | $11,431-99.8% |