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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 | $51,116 | $133,998-61.9% | $112,263-54.5% | $134,545-62.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.67% | 47.17%-62.8pp | 27.49%-43.2pp | 418.37%-434.0pp |
| Employer contribution / active EE | $4,631 | $4,040+14.6% | $3,636+27.4% | $4,742-2.3% |
| Participant deferral / active EE | $544 | $5,292-89.7% | $4,729-88.5% | $6,401-91.5% |
| Admin fee / account holder | $271 | $7,493-96.4% | $6,410-95.8% | $11,431-97.6% |