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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 | $23,786 | $100,811-76.4% | $86,698-72.6% | $134,545-82.3% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -11.45% | 29.11%-40.6pp | 35.96%-47.4pp | 418.37%-429.8pp |
| Employer contribution / active EE | $3,750 | $3,490+7.4% | $2,837+32.2% | $4,742-20.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $192 | $10,926-98.2% | $7,492-97.4% | $11,431-98.3% |