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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 | $10,510 | $95,917-89.0% | $79,583-86.8% | $134,545-92.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.88% | -2.70%-16.2pp | 0.16%-19.0pp | 418.37%-437.3pp |
| Employer contribution / active EE | $675 | $3,129-78.4% | $2,414-72.0% | $4,742-85.8% |
| Participant deferral / active EE | $699 | $4,694-85.1% | $3,986-82.5% | $6,401-89.1% |
| Admin fee / account holder | $92 | $9,132-99.0% | $6,835-98.7% | $11,431-99.2% |