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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 | $33,204 | $92,743-64.2% | $82,744-59.9% | $134,532-75.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.68% | 946.63%-960.3pp | 702.22%-715.9pp | 418.27%-431.9pp |
| Employer contribution / active EE | $1,957 | $3,273-40.2% | $3,008-34.9% | $4,741-58.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $240 | $5,977-96.0% | $5,325-95.5% | $11,429-97.9% |