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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 | $27,583 | $67,352-59.0% | $60,899-54.7% | $134,509-79.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.99% | 49.99%-67.0pp | 16.92%-33.9pp | 418.13%-435.1pp |
| Employer contribution / active EE | $2,953 | $3,098-4.7% | $2,702+9.3% | $4,741-37.7% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $149 | $4,585-96.8% | $3,225-95.4% | $11,427-98.7% |