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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 | $28,794 | $97,020-70.3% | $83,327-65.4% | $135,380-78.7% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -6.01% | 12.31%-18.3pp | 10.64%-16.6pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,507 | $4,144-39.5% | $3,379-25.8% | $4,779-47.6% |
| Participant deferral / active EE | $682 | $5,964-88.6% | $5,565-87.7% | $5,609-87.8% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |