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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 | $41,878 | $95,975-56.4% | $74,552-43.8% | $135,382-69.1% |
| Participation rate | 77.8% | 75.7%+2.1pp | 69.1%+8.6pp | 82.6%-4.9pp |
| Annual return | -3.24% | 56.96%-60.2pp | 32.53%-35.8pp | 519.77%-523.0pp |
| Employer contribution / active EE | $613 | $2,716-77.4% | $1,961-68.8% | $4,779-87.2% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5 | $6,522-99.9% | $5,060-99.9% | $10,829-100.0% |