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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 | $33,998 | $48,274-29.6% | $63,517-46.5% | $59,632-43.0% |
| Participation rate | 95.5% | 66.3%+29.1pp | 71.0%+24.4pp | 68.7%+26.8pp |
| Annual return | 0.11% | -240.79%+240.9pp | -70.30%+70.4pp | 2041.32%-2041.2pp |
| Employer contribution / active EE | $2,273 | $1,586+43.3% | $2,322-2.1% | $2,203+3.2% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $137 | $3,600-96.2% | $5,892-97.7% | $4,297-96.8% |