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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 | $16,512 | $82,324-79.9% | $68,803-76.0% | $134,545-87.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.10% | -2.17%-16.9pp | -6.37%-12.7pp | 418.37%-437.5pp |
| Employer contribution / active EE | $6,861 | $3,302+107.8% | $2,656+158.3% | $4,742+44.7% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |