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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 | $24,815 | $133,981-81.5% | $112,249-77.9% | $134,532-81.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.43% | 47.16%-61.6pp | 27.48%-41.9pp | 418.27%-432.7pp |
| Employer contribution / active EE | $4,386 | $4,040+8.6% | $3,636+20.6% | $4,741-7.5% |
| Participant deferral / active EE | $1,180 | $5,292-77.7% | $4,729-75.0% | $6,401-81.6% |
| Admin fee / account holder | $235 | $7,492-96.9% | $6,412-96.3% | $11,429-97.9% |