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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 | $21,065 | $167,353-87.4% | $143,797-85.4% | $134,545-84.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.27% | 0.48%-10.7pp | -0.04%-10.2pp | 418.37%-428.6pp |
| Employer contribution / active EE | $11,446 | $5,620+103.7% | $4,952+131.1% | $4,742+141.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $77 | $18,096-99.6% | $14,679-99.5% | $11,431-99.3% |