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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 | $26,530 | $100,805-73.7% | $86,698-69.4% | $134,532-80.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.61% | 29.09%-44.7pp | 35.95%-51.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $1,577 | $3,490-54.8% | $2,837-44.4% | $4,741-66.7% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $258 | $10,925-97.6% | $7,493-96.6% | $11,429-97.7% |