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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 | $82,670 | $142,392-41.9% | $119,622-30.9% | $134,532-38.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.02% | -12.46%-5.6pp | -14.98%-3.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,716 | $5,224-67.1% | $4,232-59.5% | $4,741-63.8% |
| Participant deferral / active EE | $1,716 | $6,467-73.5% | $5,601-69.4% | $6,401-73.2% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |