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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 | $95,775 | $92,766+3.2% | $82,763+15.7% | $134,545-28.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.04% | 946.97%-961.0pp | 702.45%-716.5pp | 418.37%-432.4pp |
| Employer contribution / active EE | $14,215 | $3,273+334.3% | $3,008+372.5% | $4,742+199.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $40 | $5,978-99.3% | $5,325-99.2% | $11,431-99.7% |