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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 | $5,580 | $82,314-93.2% | $68,808-91.9% | $134,532-95.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -9.24% | -2.18%-7.1pp | -6.37%-2.9pp | 418.27%-427.5pp |
| Employer contribution / active EE | $2,885 | $3,301-12.6% | $2,656+8.6% | $4,741-39.1% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $56 | $6,484-99.1% | $4,936-98.9% | $11,429-99.5% |