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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 | $52,425 | $142,392-63.2% | $119,622-56.2% | $134,532-61.0% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -18.41% | -12.46%-6.0pp | -14.98%-3.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,335 | $5,224-74.4% | $4,232-68.5% | $4,741-71.8% |
| Participant deferral / active EE | $1,573 | $6,467-75.7% | $5,601-71.9% | $6,401-75.4% |
| Admin fee / account holder | $20 | $13,593-99.9% | $10,328-99.8% | $11,429-99.8% |