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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 | $9,795 | $90,606-89.2% | $79,466-87.7% | $135,379-92.8% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -7.25% | 977.69%-984.9pp | 718.28%-725.5pp | 519.79%-527.0pp |
| Employer contribution / active EE | $371 | $3,068-87.9% | $2,800-86.7% | $4,779-92.2% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |