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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 | $32,937 | $138,102-76.2% | $125,381-73.7% | $134,532-75.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.72% | 750.73%-765.4pp | 572.31%-587.0pp | 418.27%-433.0pp |
| Employer contribution / active EE | $8,711 | $5,245+66.1% | $4,815+80.9% | $4,741+83.7% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |