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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 | $21,638 | $67,396-67.9% | $60,919-64.5% | $134,545-83.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -2.61% | 50.12%-52.7pp | 16.96%-19.6pp | 418.37%-421.0pp |
| Employer contribution / active EE | $2,506 | $3,101-19.2% | $2,704-7.3% | $4,742-47.2% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |