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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 | $21,031 | $133,998-84.3% | $112,263-81.3% | $134,545-84.4% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -0.18% | 47.17%-47.3pp | 27.49%-27.7pp | 418.37%-418.5pp |
| Employer contribution / active EE | $10,715 | $4,040+165.2% | $3,636+194.7% | $4,742+126.0% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $27 | $7,493-99.6% | $6,410-99.6% | $11,431-99.8% |