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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 | $18,496 | $90,607-79.6% | $79,467-76.7% | $135,380-86.3% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -7.62% | 977.74%-985.4pp | 718.30%-725.9pp | 519.81%-527.4pp |
| Employer contribution / active EE | $918 | $3,068-70.1% | $2,800-67.2% | $4,779-80.8% |
| 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% |