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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 | $34,539 | $99,647-65.3% | $86,439-60.0% | $134,509-74.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.45% | 6784.13%-6799.6pp | 4395.55%-4411.0pp | 418.13%-433.6pp |
| Employer contribution / active EE | $649 | $4,401-85.2% | $3,769-82.8% | $4,741-86.3% |
| Participant deferral / active EE | $1,021 | $7,246-85.9% | $6,952-85.3% | $6,400-84.1% |
| Admin fee / account holder | $194 | $8,373-97.7% | $6,732-97.1% | $11,427-98.3% |