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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 | $25,971 | $82,674-68.6% | $125,381-79.3% | $68,486-62.1% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -15.67% | -5.97%-9.7pp | 572.31%-588.0pp | -7.85%-7.8pp |
| Employer contribution / active EE | $2,372 | $3,382-29.9% | $4,815-50.8% | $2,597-8.7% |
| Participant deferral / active EE | $1,140 | $6,111-81.3% | $7,448-84.7% | $4,028-71.7% |
| Admin fee / account holder | $115 | $6,277-98.2% | $10,007-98.8% | $5,404-97.9% |