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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 | $29,575 | $167,362-82.3% | $143,799-79.4% | $134,532-78.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.38% | 0.47%-14.9pp | -0.04%-14.3pp | 418.27%-432.6pp |
| Employer contribution / active EE | $1,960 | $5,620-65.1% | $4,952-60.4% | $4,741-58.7% |
| Participant deferral / active EE | $1,373 | $6,447-78.7% | $5,638-75.7% | $6,401-78.6% |
| Admin fee / account holder | $7 | $18,094-100.0% | $14,677-100.0% | $11,429-99.9% |