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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 | $36,341 | $91,911-60.5% | $68,612-47.0% | $135,380-73.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -2.68% | -8.22%+5.5pp | -4.63%+2.0pp | 519.81%-522.5pp |
| Employer contribution / active EE | $1,788 | $3,924-54.4% | $2,625-31.9% | $4,779-62.6% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $67 | $9,240-99.3% | $5,131-98.7% | $10,828-99.4% |