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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 | $38,315 | $93,124-58.9% | $77,100-50.3% | $134,545-71.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -21.13% | 62.68%-83.8pp | 42.35%-63.5pp | 418.37%-439.5pp |
| Employer contribution / active EE | $418 | $3,421-87.8% | $2,815-85.2% | $4,742-91.2% |
| Participant deferral / active EE | $525 | $5,242-90.0% | $4,430-88.1% | $6,401-91.8% |
| Admin fee / account holder | $20 | $6,970-99.7% | $5,443-99.6% | $11,431-99.8% |