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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 | $55,336 | $140,578-60.6% | $100,671-45.0% | $125,389-55.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.85% | 24.67%-25.5pp | 20.43%-21.3pp | 282.24%-283.1pp |
| Employer contribution / active EE | $28,750 | $5,965+382.0% | $4,012+616.6% | $4,866+490.8% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |