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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 | $21,105 | $167,353-87.4% | $143,797-85.3% | $134,545-84.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -16.10% | 0.48%-16.6pp | -0.04%-16.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $987 | $6,447-84.7% | $5,638-82.5% | $6,401-84.6% |
| Admin fee / account holder | $138 | $18,096-99.2% | $14,679-99.1% | $11,431-98.8% |