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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 | $25,774 | $69,518-62.9% | $59,883-57.0% | $135,382-81.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.20% | 7.95%-10.2pp | 3.46%-5.7pp | 519.77%-522.0pp |
| Employer contribution / active EE | $894 | $3,235-72.4% | $2,722-67.2% | $4,779-81.3% |
| Participant deferral / active EE | $655 | $4,204-84.4% | $3,402-80.7% | $5,609-88.3% |
| Admin fee / account holder | $18 | $5,734-99.7% | $3,591-99.5% | $10,829-99.8% |