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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 | $12,578 | $133,981-90.6% | $112,249-88.8% | $134,532-90.7% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -11.26% | 47.16%-58.4pp | 27.48%-38.7pp | 418.27%-429.5pp |
| Employer contribution / active EE | $1,220 | $4,040-69.8% | $3,636-66.5% | $4,741-74.3% |
| Participant deferral / active EE | $693 | $5,292-86.9% | $4,729-85.3% | $6,401-89.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |