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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 | $27,857 | $134,001-79.2% | $112,258-75.2% | $134,509-79.3% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -17.26% | 47.15%-64.4pp | 27.47%-44.7pp | 418.13%-435.4pp |
| Employer contribution / active EE | $7,403 | $4,039+83.3% | $3,636+103.6% | $4,741+56.2% |
| Participant deferral / active EE | $1,404 | $5,291-73.5% | $4,728-70.3% | $6,400-78.1% |
| Admin fee / account holder | $53 | $7,491-99.3% | $6,411-99.2% | $11,427-99.5% |