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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 | $11,743 | $91,911-87.2% | $68,793-82.9% | $135,382-91.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -2.51% | -8.22%+5.7pp | -4.63%+2.1pp | 519.77%-522.3pp |
| Employer contribution / active EE | $1,965 | $3,924-49.9% | $2,625-25.2% | $4,779-58.9% |
| Participant deferral / active EE | $200 | $4,315-95.4% | $3,311-94.0% | $5,609-96.4% |
| Admin fee / account holder | $107 | $9,240-98.8% | $5,131-97.9% | $10,829-99.0% |