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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 | $15,966 | $54,357-70.6% | $82,706-80.7% | $68,495-76.7% |
| Participation rate | 79.4% | 63.9%+15.5pp | 72.6%+6.9pp | 67.9%+11.5pp |
| Annual return | -14.66% | -13.67%-1.0pp | 701.76%-716.4pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,447 | $2,218-34.8% | $3,007-51.9% | $2,596-44.3% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $122 | $4,396-97.2% | $5,329-97.7% | $5,403-97.7% |