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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 | $10,564 | $67,396-84.3% | $60,919-82.7% | $134,545-92.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.1%+15.8pp | 81.2%+7.7pp |
| Annual return | -13.03% | 50.12%-63.2pp | 16.96%-30.0pp | 418.37%-431.4pp |
| Employer contribution / active EE | $3,045 | $3,101-1.8% | $2,704+12.6% | $4,742-35.8% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $130 | $4,590-97.2% | $3,228-96.0% | $11,431-98.9% |