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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 | $10,719 | $93,124-88.5% | $77,100-86.1% | $134,545-92.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -8.56% | 62.68%-71.2pp | 42.35%-50.9pp | 418.37%-426.9pp |
| Employer contribution / active EE | $3,208 | $3,421-6.2% | $2,815+13.9% | $4,742-32.4% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $63 | $6,970-99.1% | $5,443-98.8% | $11,431-99.4% |