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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 | $22,996 | $167,353-86.3% | $143,797-84.0% | $134,545-82.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.85% | 0.48%-16.3pp | -0.04%-15.8pp | 418.37%-434.2pp |
| Employer contribution / active EE | $4,812 | $5,620-14.4% | $4,952-2.8% | $4,742+1.5% |
| Participant deferral / active EE | $982 | $6,447-84.8% | $5,638-82.6% | $6,401-84.7% |
| Admin fee / account holder | $271 | $18,096-98.5% | $14,679-98.2% | $11,431-97.6% |