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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 | $11,609 | $133,998-91.3% | $112,263-89.7% | $134,545-91.4% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -13.05% | 47.17%-60.2pp | 27.49%-40.5pp | 418.37%-431.4pp |
| Employer contribution / active EE | $3,391 | $4,040-16.1% | $3,636-6.7% | $4,742-28.5% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |