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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 | $64,918 | $117,777-44.9% | $71,778-9.6% | $134,545-51.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -17.25% | 25.46%-42.7pp | 9.15%-26.4pp | 418.37%-435.6pp |
| Employer contribution / active EE | $16,500 | $2,525+553.4% | $1,704+868.2% | $4,742+248.0% |
| Participant deferral / active EE | $300 | $3,756-92.0% | $2,656-88.7% | $6,401-95.3% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,431-100.0% |