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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 | $69,388 | $129,960-46.6% | $104,299-33.5% | $134,545-48.4% |
| Participation rate | 81.8% | 79.5%+2.3pp | 73.3%+8.5pp | 81.2%+0.6pp |
| Annual return | -14.58% | 42.06%-56.6pp | 24.62%-39.2pp | 418.37%-433.0pp |
| Employer contribution / active EE | $0 | $4,186-100.0% | $3,373-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $619 | $5,589-88.9% | $4,626-86.6% | $6,401-90.3% |
| Admin fee / account holder | $82 | $9,324-99.1% | $7,339-98.9% | $11,431-99.3% |