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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 | $89,098 | $131,835-32.4% | $108,582-17.9% | $273,972-67.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.56% | -91.57%+96.1pp | -51.70%+56.3pp | 41.46%-36.9pp |
| Employer contribution / active EE | $14,279 | $4,913+190.7% | $3,758+279.9% | $4,869+193.3% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $174 | $10,253-98.3% | $7,645-97.7% | $10,133-98.3% |