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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 | $23,153 | $82,674-72.0% | $125,381-81.5% | $68,486-66.2% |
| Participation rate | 71.4% | 75.1%-3.6pp | 82.4%-11.0pp | 67.9%+3.5pp |
| Annual return | -18.63% | -5.97%-12.7pp | 572.31%-590.9pp | -7.85%-10.8pp |
| Employer contribution / active EE | $3,454 | $3,382+2.1% | $4,815-28.3% | $2,597+33.0% |
| Participant deferral / active EE | $1,416 | $6,111-76.8% | $7,448-81.0% | $4,028-64.8% |
| Admin fee / account holder | $174 | $6,277-97.2% | $10,007-98.3% | $5,404-96.8% |