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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 | $22,422 | $105,866-78.8% | $90,766-75.3% | $134,545-83.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.61% | -10.99%-2.6pp | -12.16%-1.5pp | 418.37%-432.0pp |
| Employer contribution / active EE | $6,088 | $3,464+75.8% | $2,922+108.4% | $4,742+28.4% |
| Participant deferral / active EE | $900 | $5,217-82.7% | $4,565-80.3% | $6,401-85.9% |
| Admin fee / account holder | $246 | $13,938-98.2% | $8,446-97.1% | $11,431-97.8% |