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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 | $27,227 | $100,811-73.0% | $86,698-68.6% | $134,545-79.8% |
| Participation rate | 88.9% | 79.0%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -17.79% | 29.11%-46.9pp | 35.96%-53.7pp | 418.37%-436.2pp |
| Employer contribution / active EE | $785 | $3,490-77.5% | $2,837-72.3% | $4,742-83.4% |
| Participant deferral / active EE | $522 | $5,339-90.2% | $4,656-88.8% | $6,401-91.8% |
| Admin fee / account holder | $5 | $10,926-100.0% | $7,492-99.9% | $11,431-100.0% |