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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 | $24,615 | $84,685-70.9% | $73,836-66.7% | $125,389-80.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.03% | 3123.80%-3124.8pp | 2268.06%-2269.1pp | 282.24%-283.3pp |
| Employer contribution / active EE | $3,825 | $3,123+22.5% | $2,787+37.2% | $4,866-21.4% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $13 | $5,694-99.8% | $4,882-99.7% | $9,541-99.9% |