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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 | $51,250 | $168,636-69.6% | $147,617-65.3% | $125,393-59.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.89% | 77.65%-79.5pp | 61.98%-63.9pp | 282.23%-284.1pp |
| Employer contribution / active EE | $1,677 | $6,252-73.2% | $5,565-69.9% | $4,866-65.5% |
| Participant deferral / active EE | $217 | $5,507-96.1% | $4,895-95.6% | $5,351-96.0% |
| Admin fee / account holder | $273 | $13,580-98.0% | $11,611-97.6% | $9,541-97.1% |