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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 | $26,214 | $135,645-80.7% | $110,243-76.2% | $135,379-80.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.91% | 513.24%-521.1pp | 314.76%-322.7pp | 519.79%-527.7pp |
| Employer contribution / active EE | $2,733 | $4,907-44.3% | $3,827-28.6% | $4,779-42.8% |
| Participant deferral / active EE | $1,590 | $5,507-71.1% | $4,672-66.0% | $5,609-71.7% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |