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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 | $81,225 | $138,114-41.2% | $125,391-35.2% | $134,545-39.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.02% | 750.88%-760.9pp | 572.41%-582.4pp | 418.37%-428.4pp |
| Employer contribution / active EE | $20,552 | $5,246+291.8% | $4,816+326.8% | $4,742+333.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |