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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 | $17,393 | $93,124-81.3% | $77,100-77.4% | $134,545-87.1% |
| Participation rate | 95.8% | 74.5%+21.3pp | 67.9%+27.9pp | 81.2%+14.6pp |
| Annual return | -16.21% | 62.68%-78.9pp | 42.35%-58.6pp | 418.37%-434.6pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $803 | $5,242-84.7% | $4,430-81.9% | $6,401-87.4% |
| Admin fee / account holder | $37 | $6,970-99.5% | $5,443-99.3% | $11,431-99.7% |