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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 | $9,031 | $93,124-90.3% | $77,100-88.3% | $134,545-93.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.17% | 62.68%-73.9pp | 42.35%-53.5pp | 418.37%-429.5pp |
| Employer contribution / active EE | $4,455 | $3,421+30.2% | $2,815+58.3% | $4,742-6.1% |
| Participant deferral / active EE | $417 | $5,242-92.1% | $4,430-90.6% | $6,401-93.5% |
| Admin fee / account holder | $62 | $6,970-99.1% | $5,443-98.9% | $11,431-99.5% |