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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 | $41,214 | $167,522-75.4% | $151,639-72.8% | $134,532-69.4% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -15.21% | 7.81%-23.0pp | 3.34%-18.5pp | 418.27%-433.5pp |
| Employer contribution / active EE | $2,131 | $6,828-68.8% | $6,165-65.4% | $4,741-55.1% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |