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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 | $72,745 | $99,647-27.0% | $86,439-15.8% | $134,509-45.9% |
| Participation rate | 85.7% | 82.1%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.08% | 6784.13%-6803.2pp | 4395.55%-4414.6pp | 418.13%-437.2pp |
| Employer contribution / active EE | $2,908 | $4,401-33.9% | $3,769-22.8% | $4,741-38.7% |
| Participant deferral / active EE | $780 | $7,246-89.2% | $6,952-88.8% | $6,400-87.8% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |