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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 | $75,228 | $95,917-21.6% | $79,583-5.5% | $134,545-44.1% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -18.00% | -2.70%-15.3pp | 0.16%-18.2pp | 418.37%-436.4pp |
| Employer contribution / active EE | $8,559 | $3,129+173.5% | $2,414+254.6% | $4,742+80.5% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $285 | $9,132-96.9% | $6,835-95.8% | $11,431-97.5% |