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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 | $20,117 | $167,353-88.0% | $143,797-86.0% | $134,545-85.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.99% | 0.48%-9.5pp | -0.04%-9.0pp | 418.37%-427.4pp |
| Employer contribution / active EE | $10,535 | $5,620+87.4% | $4,952+112.7% | $4,742+122.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $40 | $18,096-99.8% | $14,679-99.7% | $11,431-99.6% |