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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 | $21,483 | $100,811-78.7% | $86,698-75.2% | $134,545-84.0% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -12.53% | 29.11%-41.6pp | 35.96%-48.5pp | 418.37%-430.9pp |
| Employer contribution / active EE | $5,428 | $3,490+55.5% | $2,837+91.3% | $4,742+14.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $146 | $10,926-98.7% | $7,492-98.1% | $11,431-98.7% |