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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 | $41,458 | $158,852-73.9% | $121,220-65.8% | $135,380-69.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.67% | -0.64%-4.0pp | 16.94%-21.6pp | 519.81%-524.5pp |
| Employer contribution / active EE | $2,806 | $5,666-50.5% | $4,023-30.2% | $4,779-41.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $232 | $6,515-96.4% | $5,021-95.4% | $10,828-97.9% |