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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 | $20,446 | $97,732-79.1% | $83,831-75.6% | $135,380-84.9% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -6.35% | 1287.56%-1293.9pp | 850.99%-857.3pp | 519.81%-526.2pp |
| Employer contribution / active EE | $872 | $4,222-79.4% | $3,631-76.0% | $4,779-81.8% |
| Participant deferral / active EE | $1,029 | $4,683-78.0% | $4,082-74.8% | $5,609-81.7% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |