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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 | $40,020 | $92,743-56.8% | $82,744-51.6% | $134,532-70.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.34% | 946.63%-963.0pp | 702.22%-718.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $515 | $3,273-84.3% | $3,008-82.9% | $4,741-89.1% |
| Participant deferral / active EE | $515 | $4,802-89.3% | $4,395-88.3% | $6,401-92.0% |
| Admin fee / account holder | $225 | $5,977-96.2% | $5,325-95.8% | $11,429-98.0% |