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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 | $49,511 | $93,124-46.8% | $77,100-35.8% | $134,545-63.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.48% | 62.68%-75.2pp | 42.35%-54.8pp | 418.37%-430.8pp |
| Employer contribution / active EE | $18,864 | $3,421+451.4% | $2,815+570.2% | $4,742+297.8% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |