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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 | $23,338 | $82,678-71.8% | $125,391-81.4% | $68,490-65.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -2.58% | -5.97%+3.4pp | 572.41%-575.0pp | -7.85%+5.3pp |
| Employer contribution / active EE | $6,545 | $3,382+93.5% | $4,816+35.9% | $2,597+152.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |