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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 | $18,056 | $133,981-86.5% | $112,249-83.9% | $134,532-86.6% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -15.51% | 47.16%-62.7pp | 27.48%-43.0pp | 418.27%-433.8pp |
| Employer contribution / active EE | $3,513 | $4,040-13.0% | $3,636-3.4% | $4,741-25.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $242 | $7,492-96.8% | $6,412-96.2% | $11,429-97.9% |