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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 | $52,425 | $142,361-63.2% | $119,608-56.2% | $134,509-61.0% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -18.41% | -12.46%-5.9pp | -14.98%-3.4pp | 418.13%-436.5pp |
| Employer contribution / active EE | $1,335 | $5,224-74.4% | $4,232-68.5% | $4,741-71.8% |
| Participant deferral / active EE | $1,573 | $6,468-75.7% | $5,601-71.9% | $6,400-75.4% |
| Admin fee / account holder | $20 | $13,588-99.9% | $10,326-99.8% | $11,427-99.8% |