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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 | $19,919 | $93,117-78.6% | $77,096-74.2% | $134,532-85.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -9.41% | 62.67%-72.1pp | 42.35%-51.8pp | 418.27%-427.7pp |
| Employer contribution / active EE | $4,397 | $3,420+28.6% | $2,814+56.2% | $4,741-7.3% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15 | $6,948-99.8% | $5,428-99.7% | $11,429-99.9% |