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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 | $33,694 | $97,729-65.5% | $83,830-59.8% | $135,379-75.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.17% | 1287.52%-1289.7pp | 850.97%-853.1pp | 519.79%-522.0pp |
| Employer contribution / active EE | $1,429 | $4,222-66.2% | $3,631-60.7% | $4,779-70.1% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |