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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 | $55,409 | $94,529-41.4% | $140,019-60.4% | $64,173-13.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.96% | 7.77%-13.7pp | 651.15%-657.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,847 | $3,812-51.5% | $5,605-67.0% | $2,381-22.4% |
| Participant deferral / active EE | $2,202 | $5,250-58.1% | $6,927-68.2% | $3,470-36.5% |
| Admin fee / account holder | $170 | $6,741-97.5% | $10,705-98.4% | $4,887-96.5% |