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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 | $38,226 | $95,917-60.1% | $79,583-52.0% | $134,545-71.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.75% | -2.70%-8.0pp | 0.16%-10.9pp | 418.37%-429.1pp |
| Employer contribution / active EE | $8,333 | $3,129+166.3% | $2,414+245.3% | $4,742+75.8% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $286 | $9,132-96.9% | $6,835-95.8% | $11,431-97.5% |