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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 | $8,972 | $67,396-86.7% | $60,919-85.3% | $134,545-93.3% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.1%+21.0pp | 81.2%+12.9pp |
| Annual return | -17.41% | 50.12%-67.5pp | 16.96%-34.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $2,100 | $3,101-32.3% | $2,704-22.3% | $4,742-55.7% |
| Participant deferral / active EE | $542 | $4,534-88.0% | $3,814-85.8% | $6,401-91.5% |
| Admin fee / account holder | $33 | $4,590-99.3% | $3,228-99.0% | $11,431-99.7% |