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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 | $10,330 | $106,549-90.3% | $91,225-88.7% | $134,509-92.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -0.87% | 160.73%-161.6pp | 114.10%-115.0pp | 418.13%-419.0pp |
| Employer contribution / active EE | $3,948 | $3,331+18.5% | $2,851+38.5% | $4,741-16.7% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,427-100.0% |