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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 | $19,472 | $134,001-85.5% | $112,258-82.7% | $134,509-85.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.51% | 47.15%-64.7pp | 27.47%-45.0pp | 418.13%-435.6pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $130 | $5,291-97.5% | $4,728-97.3% | $6,400-98.0% |
| Admin fee / account holder | $258 | $7,491-96.6% | $6,411-96.0% | $11,427-97.7% |