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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 | $70,200 | $133,998-47.6% | $112,263-37.5% | $134,545-47.8% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -12.72% | 47.17%-59.9pp | 27.49%-40.2pp | 418.37%-431.1pp |
| Employer contribution / active EE | $3,881 | $4,040-3.9% | $3,636+6.7% | $4,742-18.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $21 | $7,493-99.7% | $6,410-99.7% | $11,431-99.8% |