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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 | $18,720 | $44,103-57.6% | $75,826-75.3% | $64,173-70.8% |
| Participation rate | 100.0% | 62.7%+37.3pp | 68.2%+31.8pp | 69.6%+30.4pp |
| Annual return | -6.72% | -4.72%-2.0pp | 1914.15%-1920.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,204 | $1,446+52.4% | $1,913+15.2% | $2,381-7.4% |
| Participant deferral / active EE | $688 | $2,204-68.8% | $2,862-76.0% | $3,470-80.2% |
| Admin fee / account holder | $28 | $3,506-99.2% | $4,726-99.4% | $4,887-99.4% |