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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 | $50,876 | $167,362-69.6% | $143,799-64.6% | $134,532-62.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -14.69% | 0.47%-15.2pp | -0.04%-14.6pp | 418.27%-433.0pp |
| Employer contribution / active EE | $2,757 | $5,620-51.0% | $4,952-44.3% | $4,741-41.9% |
| Participant deferral / active EE | $789 | $6,447-87.8% | $5,638-86.0% | $6,401-87.7% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |