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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 | $27,304 | $167,353-83.7% | $143,797-81.0% | $134,545-79.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.68% | 0.48%-20.2pp | -0.04%-19.6pp | 418.37%-438.1pp |
| Employer contribution / active EE | $5,561 | $5,620-1.1% | $4,952+12.3% | $4,742+17.3% |
| Participant deferral / active EE | $1,122 | $6,447-82.6% | $5,638-80.1% | $6,401-82.5% |
| Admin fee / account holder | $17 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |