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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 | $89,986 | $106,551-15.5% | $91,225-1.4% | $134,532-33.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.31% | 160.78%-176.1pp | 114.12%-129.4pp | 418.27%-433.6pp |
| Employer contribution / active EE | $8,075 | $3,331+142.4% | $2,851+183.2% | $4,741+70.3% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $244 | $6,234-96.1% | $5,422-95.5% | $11,429-97.9% |