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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 | $47,895 | $167,362-71.4% | $143,799-66.7% | $134,532-64.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.18% | 0.47%-16.7pp | -0.04%-16.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $2,318 | $5,620-58.8% | $4,952-53.2% | $4,741-51.1% |
| Participant deferral / active EE | $1,692 | $6,447-73.8% | $5,638-70.0% | $6,401-73.6% |
| Admin fee / account holder | $53 | $18,094-99.7% | $14,677-99.6% | $11,429-99.5% |