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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 | $13,583 | $95,193-85.7% | $76,523-82.3% | $135,382-90.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.26% | 4.85%-10.1pp | -0.27%-5.0pp | 519.77%-525.0pp |
| Employer contribution / active EE | $4,900 | $3,302+48.4% | $2,647+85.1% | $4,779+2.5% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $56 | $6,249-99.1% | $4,848-98.9% | $10,829-99.5% |