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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 | $44,298 | $167,362-73.5% | $143,799-69.2% | $134,532-67.1% |
| Participation rate | 70.6% | 84.8%-14.2pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -19.74% | 0.47%-20.2pp | -0.04%-19.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $9,419 | $5,620+67.6% | $4,952+90.2% | $4,741+98.7% |
| Participant deferral / active EE | $1,003 | $6,447-84.4% | $5,638-82.2% | $6,401-84.3% |
| Admin fee / account holder | $214 | $18,094-98.8% | $14,677-98.5% | $11,429-98.1% |