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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 | $20,816 | $133,981-84.5% | $112,249-81.5% | $134,532-84.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.20% | 47.16%-62.4pp | 27.48%-42.7pp | 418.27%-433.5pp |
| Employer contribution / active EE | $5,293 | $4,040+31.0% | $3,636+45.6% | $4,741+11.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $249 | $7,492-96.7% | $6,412-96.1% | $11,429-97.8% |