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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 | $42,334 | $92,766-54.4% | $82,763-48.8% | $134,545-68.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -17.15% | 946.97%-964.1pp | 702.45%-719.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $6,813 | $3,273+108.1% | $3,008+126.5% | $4,742+43.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $203 | $5,978-96.6% | $5,325-96.2% | $11,431-98.2% |