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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 | $14,193 | $152,597-90.7% | $117,533-87.9% | $134,532-89.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -11.04% | 53.04%-64.1pp | 29.77%-40.8pp | 418.27%-429.3pp |
| Employer contribution / active EE | $2,753 | $5,576-50.6% | $4,179-34.1% | $4,741-41.9% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $95 | $7,007-98.6% | $5,647-98.3% | $11,429-99.2% |