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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 | $36,500 | $133,981-72.8% | $112,249-67.5% | $134,532-72.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.43% | 47.16%-64.6pp | 27.48%-44.9pp | 418.27%-435.7pp |
| Employer contribution / active EE | $7,787 | $4,040+92.8% | $3,636+114.2% | $4,741+64.2% |
| Participant deferral / active EE | $869 | $5,292-83.6% | $4,729-81.6% | $6,401-86.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |