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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 | $43,183 | $152,542-71.7% | $117,498-63.2% | $134,509-67.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -9.04% | 53.02%-62.1pp | 29.75%-38.8pp | 418.13%-427.2pp |
| Employer contribution / active EE | $5,352 | $5,574-4.0% | $4,178+28.1% | $4,741+12.9% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |