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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 | $61,318 | $167,353-63.4% | $143,797-57.4% | $134,545-54.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -14.23% | 0.48%-14.7pp | -0.04%-14.2pp | 418.37%-432.6pp |
| Employer contribution / active EE | $2,805 | $5,620-50.1% | $4,952-43.4% | $4,742-40.8% |
| Participant deferral / active EE | $229 | $6,447-96.5% | $5,638-95.9% | $6,401-96.4% |
| Admin fee / account holder | $80 | $18,096-99.6% | $14,679-99.5% | $11,431-99.3% |