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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 | $18,336 | $95,915-80.9% | $79,580-77.0% | $134,532-86.4% |
| Participation rate | 89.5% | 75.0%+14.4pp | 69.5%+20.0pp | 81.2%+8.2pp |
| Annual return | -11.20% | -2.71%-8.5pp | 0.15%-11.4pp | 418.27%-429.5pp |
| Employer contribution / active EE | $6,217 | $3,129+98.7% | $2,413+157.6% | $4,741+31.1% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $97 | $9,132-98.9% | $6,835-98.6% | $11,429-99.1% |