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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 | $40,141 | $106,551-62.3% | $91,225-56.0% | $134,532-70.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -11.64% | 160.78%-172.4pp | 114.12%-125.8pp | 418.27%-429.9pp |
| Employer contribution / active EE | $1,615 | $3,331-51.5% | $2,851-43.3% | $4,741-65.9% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $133 | $6,234-97.9% | $5,422-97.6% | $11,429-98.8% |