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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 | $22,239 | $99,647-77.7% | $86,439-74.3% | $134,509-83.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -12.47% | 6784.13%-6796.6pp | 4395.55%-4408.0pp | 418.13%-430.6pp |
| Employer contribution / active EE | $1,743 | $4,401-60.4% | $3,769-53.8% | $4,741-63.2% |
| Participant deferral / active EE | $593 | $7,246-91.8% | $6,952-91.5% | $6,400-90.7% |
| Admin fee / account holder | $117 | $8,373-98.6% | $6,732-98.3% | $11,427-99.0% |