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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 | $8,615 | $67,372-87.2% | $60,906-85.9% | $134,532-93.6% |
| Participation rate | 89.5% | 76.2%+13.3pp | 73.1%+16.4pp | 81.2%+8.2pp |
| Annual return | -15.07% | 50.05%-65.1pp | 16.94%-32.0pp | 418.27%-433.3pp |
| Employer contribution / active EE | $686 | $3,099-77.9% | $2,703-74.6% | $4,741-85.5% |
| Participant deferral / active EE | $686 | $4,532-84.9% | $3,814-82.0% | $6,401-89.3% |
| Admin fee / account holder | $69 | $4,588-98.5% | $3,227-97.9% | $11,429-99.4% |