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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 | $12,877 | $73,848-82.6% | $143,799-91.0% | $68,486-81.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -8.56% | 0.91%-9.5pp | -0.04%-8.5pp | -7.85%-0.7pp |
| Employer contribution / active EE | $1,180 | $3,184-63.0% | $4,952-76.2% | $2,597-54.6% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $48 | $5,755-99.2% | $14,677-99.7% | $5,404-99.1% |