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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 | $51,694 | $131,835-60.8% | $108,582-52.4% | $273,972-81.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.73% | -91.57%+95.3pp | -51.70%+55.4pp | 41.46%-37.7pp |
| Employer contribution / active EE | $8,950 | $4,913+82.2% | $3,758+138.1% | $4,869+83.8% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $172 | $10,253-98.3% | $7,645-97.7% | $10,133-98.3% |