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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 | $42,614 | $142,361-70.1% | $119,608-64.4% | $134,509-68.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.65% | -12.46%-6.2pp | -14.98%-3.7pp | 418.13%-436.8pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,185 | $6,468-81.7% | $5,601-78.8% | $6,400-81.5% |
| Admin fee / account holder | $200 | $13,588-98.5% | $10,326-98.1% | $11,427-98.2% |