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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 | $19,367 | $78,694-75.4% | $67,652-71.4% | $125,389-84.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.07% | 9.46%-11.5pp | 6625.40%-6627.5pp | 282.24%-284.3pp |
| Employer contribution / active EE | $3,124 | $3,044+2.6% | $2,266+37.9% | $4,866-35.8% |
| Participant deferral / active EE | $1,042 | $4,292-75.7% | $3,560-70.7% | $5,352-80.5% |
| Admin fee / account holder | $274 | $7,403-96.3% | $4,821-94.3% | $9,541-97.1% |