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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 | $25,999 | $100,772-74.2% | $86,690-70.0% | $134,493-80.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.88% | 29.06%-45.9pp | 35.93%-52.8pp | 418.01%-434.9pp |
| Employer contribution / active EE | $1,379 | $3,490-60.5% | $2,837-51.4% | $4,740-70.9% |
| Participant deferral / active EE | $433 | $5,338-91.9% | $4,656-90.7% | $6,400-93.2% |
| Admin fee / account holder | $94 | $10,920-99.1% | $7,490-98.8% | $11,425-99.2% |