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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 | $21,165 | $43,730-51.6% | $121,220-82.5% | $64,173-67.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -1.91% | 68.94%-70.8pp | 16.94%-18.8pp | 7.63%-9.5pp |
| Employer contribution / active EE | $2,728 | $1,297+110.4% | $4,023-32.2% | $2,381+14.6% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $278 | $3,502-92.1% | $5,021-94.5% | $4,887-94.3% |