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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 | $39,675 | $190,879-79.2% | $160,009-75.2% | $134,532-70.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -9.14% | 552.63%-561.8pp | 408.85%-418.0pp | 418.27%-427.4pp |
| Employer contribution / active EE | $1,608 | $4,995-67.8% | $4,225-61.9% | $4,741-66.1% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $132 | $10,495-98.7% | $8,715-98.5% | $11,429-98.8% |