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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 | $18,271 | $59,819-69.5% | $79,583-77.0% | $68,490-73.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.05% | -12.30%-2.8pp | 0.16%-15.2pp | -7.85%-7.2pp |
| Employer contribution / active EE | $857 | $1,505-43.1% | $2,414-64.5% | $2,597-67.0% |
| Participant deferral / active EE | $857 | $3,025-71.7% | $3,986-78.5% | $4,028-78.7% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,835-100.0% | $5,403-100.0% |