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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 | $16,037 | $90,606-82.3% | $79,466-79.8% | $135,379-88.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.16% | 977.69%-984.9pp | 718.28%-725.4pp | 519.79%-526.9pp |
| Employer contribution / active EE | $367 | $3,068-88.0% | $2,800-86.9% | $4,779-92.3% |
| 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% |