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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 | $21,671 | $67,352-67.8% | $60,899-64.4% | $134,509-83.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.48% | 49.99%-64.5pp | 16.92%-31.4pp | 418.13%-432.6pp |
| Employer contribution / active EE | $660 | $3,098-78.7% | $2,702-75.6% | $4,741-86.1% |
| Participant deferral / active EE | $680 | $4,539-85.0% | $3,817-82.2% | $6,400-89.4% |
| Admin fee / account holder | $38 | $4,585-99.2% | $3,225-98.8% | $11,427-99.7% |