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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 | $11,349 | $117,777-90.4% | $71,778-84.2% | $134,545-91.6% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -16.98% | 25.46%-42.4pp | 9.15%-26.1pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,516 | $2,525-40.0% | $1,704-11.1% | $4,742-68.0% |
| Participant deferral / active EE | $0 | $3,756-100.0% | $2,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $213 | $6,379-96.7% | $3,974-94.6% | $11,431-98.1% |