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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 | $16,777 | $69,541-75.9% | $59,899-72.0% | $135,380-87.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.67% | 7.95%-14.6pp | 3.46%-10.1pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,810 | $3,236-44.1% | $2,723-33.5% | $4,779-62.1% |
| Participant deferral / active EE | $130 | $4,206-96.9% | $3,402-96.2% | $5,609-97.7% |
| Admin fee / account holder | $295 | $5,737-94.9% | $3,592-91.8% | $10,828-97.3% |