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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 | $22,071 | $97,027-77.3% | $83,323-73.5% | $135,382-83.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.77% | 12.31%-21.1pp | 10.63%-19.4pp | 519.77%-528.5pp |
| Employer contribution / active EE | $3,067 | $4,143-26.0% | $3,379-9.2% | $4,779-35.8% |
| Participant deferral / active EE | $605 | $5,964-89.9% | $5,565-89.1% | $5,609-89.2% |
| Admin fee / account holder | $0 | $8,427-100.0% | $7,539-100.0% | $10,829-100.0% |