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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 | $24,430 | $82,674-70.5% | $125,381-80.5% | $68,486-64.3% |
| Participation rate | 70.6% | 75.1%-4.5pp | 82.4%-11.8pp | 67.9%+2.7pp |
| Annual return | -17.43% | -5.97%-11.5pp | 572.31%-589.7pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,260 | $3,382-62.8% | $4,815-73.8% | $2,597-51.5% |
| Participant deferral / active EE | $1,217 | $6,111-80.1% | $7,448-83.7% | $4,028-69.8% |
| Admin fee / account holder | $223 | $6,277-96.5% | $10,007-97.8% | $5,404-95.9% |