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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 | $28,707 | $131,835-78.2% | $108,582-73.6% | $273,972-89.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 8.98% | -91.57%+100.6pp | -51.70%+60.7pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,500 | $4,913-49.1% | $3,758-33.5% | $4,869-48.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $31 | $10,253-99.7% | $7,645-99.6% | $10,133-99.7% |