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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 | $14,030 | $69,541-79.8% | $59,899-76.6% | $135,380-89.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.91% | 7.95%-15.9pp | 3.46%-11.4pp | 519.81%-527.7pp |
| Employer contribution / active EE | $4,879 | $3,236+50.8% | $2,723+79.2% | $4,779+2.1% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $73 | $5,737-98.7% | $3,592-98.0% | $10,828-99.3% |