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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 | $65,801 | $105,866-37.8% | $90,766-27.5% | $134,545-51.1% |
| Participation rate | 90.9% | 78.3%+12.7pp | 75.7%+15.2pp | 81.2%+9.7pp |
| Annual return | -19.10% | -10.99%-8.1pp | -12.16%-6.9pp | 418.37%-437.5pp |
| Employer contribution / active EE | $10,560 | $3,464+204.9% | $2,922+261.4% | $4,742+122.7% |
| Participant deferral / active EE | $1,383 | $5,217-73.5% | $4,565-69.7% | $6,401-78.4% |
| Admin fee / account holder | $184 | $13,938-98.7% | $8,446-97.8% | $11,431-98.4% |