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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 | $12,953 | $133,981-90.3% | $112,249-88.5% | $134,532-90.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -16.66% | 47.16%-63.8pp | 27.48%-44.1pp | 418.27%-434.9pp |
| Employer contribution / active EE | $1,548 | $4,040-61.7% | $3,636-57.4% | $4,741-67.3% |
| Participant deferral / active EE | $614 | $5,292-88.4% | $4,729-87.0% | $6,401-90.4% |
| Admin fee / account holder | $13 | $7,492-99.8% | $6,412-99.8% | $11,429-99.9% |