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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 | $74,991 | $92,743-19.1% | $82,744-9.4% | $134,532-44.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -19.56% | 946.63%-966.2pp | 702.22%-721.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $6,252 | $3,273+91.0% | $3,008+107.8% | $4,741+31.9% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | -$50 | $5,977-100.8% | $5,325-100.9% | $11,429-100.4% |