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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 | $27,536 | $82,630-66.7% | $64,105-57.0% | $125,389-78.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.31% | 1489.72%-1493.0pp | 791.24%-794.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $2,866 | $2,671+7.3% | $1,820+57.5% | $4,866-41.1% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $290 | $6,382-95.5% | $4,499-93.5% | $9,541-97.0% |