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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 | $72,407 | $152,542-52.5% | $117,498-38.4% | $134,509-46.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.79% | 53.02%-69.8pp | 29.75%-46.5pp | 418.13%-434.9pp |
| Employer contribution / active EE | $2,303 | $5,574-58.7% | $4,178-44.9% | $4,741-51.4% |
| 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% |