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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 | $20,607 | $133,998-84.6% | $112,263-81.6% | $134,545-84.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.25% | 47.17%-64.4pp | 27.49%-44.7pp | 418.37%-435.6pp |
| Employer contribution / active EE | $5,638 | $4,040+39.5% | $3,636+55.1% | $4,742+18.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $164 | $7,493-97.8% | $6,410-97.4% | $11,431-98.6% |