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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 | $30,011 | $167,362-82.1% | $143,799-79.1% | $134,532-77.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.33% | 0.47%-10.8pp | -0.04%-10.3pp | 418.27%-428.6pp |
| Employer contribution / active EE | $8,145 | $5,620+44.9% | $4,952+64.5% | $4,741+71.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $263 | $18,094-98.5% | $14,677-98.2% | $11,429-97.7% |