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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 | $15,216 | $27,632-44.9% | $61,452-75.2% | $68,486-77.8% |
| Participation rate | 88.6% | 39.5%+49.1pp | 52.6%+36.0pp | 67.9%+20.7pp |
| Annual return | 2.45% | -13.24%+15.7pp | 338.96%-336.5pp | -7.85%+10.3pp |
| Employer contribution / active EE | $2,954 | $696+324.5% | $1,160+154.7% | $2,597+13.8% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $137 | $2,010-93.2% | $2,131-93.6% | $5,404-97.5% |