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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 | $16,970 | $133,998-87.3% | $112,263-84.9% | $134,545-87.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.15% | 47.17%-55.3pp | 27.49%-35.6pp | 418.37%-426.5pp |
| Employer contribution / active EE | $10,239 | $4,040+153.4% | $3,636+181.6% | $4,742+115.9% |
| Participant deferral / active EE | $256 | $5,292-95.2% | $4,729-94.6% | $6,401-96.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |