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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 | $31,970 | $167,362-80.9% | $143,799-77.8% | $134,532-76.2% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -17.12% | 0.47%-17.6pp | -0.04%-17.1pp | 418.27%-435.4pp |
| Employer contribution / active EE | $1,539 | $5,620-72.6% | $4,952-68.9% | $4,741-67.5% |
| Participant deferral / active EE | $1,539 | $6,447-76.1% | $5,638-72.7% | $6,401-76.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |