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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 | $16,002 | $92,766-82.8% | $82,763-80.7% | $134,545-88.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -6.53% | 946.97%-953.5pp | 702.45%-709.0pp | 418.37%-424.9pp |
| Employer contribution / active EE | $950 | $3,273-71.0% | $3,008-68.4% | $4,742-80.0% |
| Participant deferral / active EE | $950 | $4,802-80.2% | $4,395-78.4% | $6,401-85.2% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |