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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 | $49,682 | $142,409-65.1% | $119,634-58.5% | $134,545-63.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.54% | -12.46%-6.1pp | -14.98%-3.6pp | 418.37%-436.9pp |
| Employer contribution / active EE | $8,259 | $5,224+58.1% | $4,232+95.1% | $4,742+74.2% |
| Participant deferral / active EE | $1,338 | $6,468-79.3% | $5,601-76.1% | $6,401-79.1% |
| Admin fee / account holder | $20 | $13,594-99.9% | $10,329-99.8% | $11,431-99.8% |