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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 | $40,975 | $92,766-55.8% | $82,763-50.5% | $134,545-69.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.92% | 946.97%-954.9pp | 702.45%-710.4pp | 418.37%-426.3pp |
| Employer contribution / active EE | $2,828 | $3,273-13.6% | $3,008-6.0% | $4,742-40.4% |
| Participant deferral / active EE | $823 | $4,802-82.9% | $4,395-81.3% | $6,401-87.1% |
| Admin fee / account holder | $5 | $5,978-99.9% | $5,325-99.9% | $11,431-100.0% |