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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 | $17,365 | $100,792-82.8% | $86,691-80.0% | $134,509-87.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -5.02% | 29.08%-34.1pp | 35.94%-41.0pp | 418.13%-423.2pp |
| Employer contribution / active EE | $3,869 | $3,491+10.9% | $2,837+36.4% | $4,741-18.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |