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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 | $35,664 | $100,805-64.6% | $86,698-58.9% | $134,532-73.5% |
| Participation rate | 70.0% | 79.0%-9.0pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -16.22% | 29.09%-45.3pp | 35.95%-52.2pp | 418.27%-434.5pp |
| Employer contribution / active EE | $1,209 | $3,490-65.4% | $2,837-57.4% | $4,741-74.5% |
| Participant deferral / active EE | $1,704 | $5,339-68.1% | $4,656-63.4% | $6,401-73.4% |
| Admin fee / account holder | $20 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |