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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 | $13,238 | $93,098-85.8% | $77,081-82.8% | $134,509-90.2% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -17.40% | 62.63%-80.0pp | 42.33%-59.7pp | 418.13%-435.5pp |
| Employer contribution / active EE | $577 | $3,419-83.1% | $2,813-79.5% | $4,741-87.8% |
| Participant deferral / active EE | $577 | $5,239-89.0% | $4,428-87.0% | $6,400-91.0% |
| Admin fee / account holder | $116 | $6,945-98.3% | $5,427-97.9% | $11,427-99.0% |