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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 | $50,336 | $167,352-69.9% | $143,788-65.0% | $134,509-62.6% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -16.18% | 0.47%-16.6pp | -0.03%-16.1pp | 418.13%-434.3pp |
| Employer contribution / active EE | $2,810 | $5,620-50.0% | $4,952-43.2% | $4,741-40.7% |
| Participant deferral / active EE | $300 | $6,447-95.3% | $5,638-94.7% | $6,400-95.3% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |