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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 | $35,634 | $152,597-76.6% | $117,533-69.7% | $134,532-73.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.32% | 53.04%-73.4pp | 29.77%-50.1pp | 418.27%-438.6pp |
| Employer contribution / active EE | $20,539 | $5,576+268.3% | $4,179+391.4% | $4,741+333.2% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |