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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 | $14,746 | $138,102-89.3% | $125,381-88.2% | $134,532-89.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.04% | 750.73%-766.8pp | 572.31%-588.3pp | 418.27%-434.3pp |
| Employer contribution / active EE | $1,069 | $5,245-79.6% | $4,815-77.8% | $4,741-77.4% |
| Participant deferral / active EE | $17 | $7,801-99.8% | $7,448-99.8% | $6,401-99.7% |
| Admin fee / account holder | $171 | $11,568-98.5% | $10,007-98.3% | $11,429-98.5% |