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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 | $29,505 | $97,732-69.8% | $83,831-64.8% | $135,380-78.2% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -5.74% | 1287.56%-1293.3pp | 850.99%-856.7pp | 519.81%-525.5pp |
| Employer contribution / active EE | $1,225 | $4,222-71.0% | $3,631-66.3% | $4,779-74.4% |
| Participant deferral / active EE | $797 | $4,683-83.0% | $4,082-80.5% | $5,609-85.8% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |