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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 | $23,180 | $167,362-86.1% | $143,799-83.9% | $134,532-82.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.39% | 0.47%-10.9pp | -0.04%-10.3pp | 418.27%-428.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,000 | $6,447-84.5% | $5,638-82.3% | $6,401-84.4% |
| Admin fee / account holder | $195 | $18,094-98.9% | $14,677-98.7% | $11,429-98.3% |