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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 | $219,253 | $142,392+54.0% | $119,622+83.3% | $134,532+63.0% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -10.94% | -12.46%+1.5pp | -14.98%+4.0pp | 418.27%-429.2pp |
| Employer contribution / active EE | $1,180 | $5,224-77.4% | $4,232-72.1% | $4,741-75.1% |
| Participant deferral / active EE | $1,180 | $6,467-81.8% | $5,601-78.9% | $6,401-81.6% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |