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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 | $14,664 | $63,953-77.1% | $54,726-73.2% | $135,380-89.2% |
| Participation rate | 88.9% | 84.9%+4.0pp | 79.1%+9.8pp | 82.6%+6.2pp |
| Annual return | 0.00% | -5.77%+5.8pp | -4.56%+4.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $3,176 | $4,256-25.4% | $3,449-7.9% | $4,779-33.5% |
| Participant deferral / active EE | $1,435 | $4,810-70.2% | $3,953-63.7% | $5,609-74.4% |
| Admin fee / account holder | $36 | $4,567-99.2% | $3,818-99.1% | $10,828-99.7% |