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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 | $29,222 | $97,761-70.1% | $83,850-65.1% | $135,382-78.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.49% | 1287.44%-1295.9pp | 850.92%-859.4pp | 519.77%-528.3pp |
| Employer contribution / active EE | $1,224 | $4,222-71.0% | $3,631-66.3% | $4,779-74.4% |
| Participant deferral / active EE | $880 | $4,682-81.2% | $4,082-78.5% | $5,609-84.3% |
| Admin fee / account holder | $17 | $6,674-99.7% | $5,478-99.7% | $10,829-99.8% |