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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 | $18,856 | $100,792-81.3% | $86,691-78.2% | $134,509-86.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -8.40% | 29.08%-37.5pp | 35.94%-44.3pp | 418.13%-426.5pp |
| Employer contribution / active EE | $865 | $3,491-75.2% | $2,837-69.5% | $4,741-81.8% |
| Participant deferral / active EE | $924 | $5,339-82.7% | $4,656-80.2% | $6,400-85.6% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |