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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 | $15,097 | $133,998-88.7% | $112,263-86.6% | $134,545-88.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -1.41% | 47.17%-48.6pp | 27.49%-28.9pp | 418.37%-419.8pp |
| Employer contribution / active EE | $2,000 | $4,040-50.5% | $3,636-45.0% | $4,742-57.8% |
| Participant deferral / active EE | $434 | $5,292-91.8% | $4,729-90.8% | $6,401-93.2% |
| Admin fee / account holder | $4 | $7,493-100.0% | $6,410-99.9% | $11,431-100.0% |