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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 | $50,364 | $100,811-50.0% | $86,698-41.9% | $134,545-62.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -6.73% | 29.11%-35.8pp | 35.96%-42.7pp | 418.37%-425.1pp |
| Employer contribution / active EE | $1,803 | $3,490-48.3% | $2,837-36.5% | $4,742-62.0% |
| Participant deferral / active EE | $31 | $5,339-99.4% | $4,656-99.3% | $6,401-99.5% |
| Admin fee / account holder | $265 | $10,926-97.6% | $7,492-96.5% | $11,431-97.7% |