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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 | $45,090 | $138,068-67.3% | $125,358-64.0% | $134,493-66.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.70% | 750.30%-769.0pp | 572.03%-590.7pp | 418.01%-436.7pp |
| Employer contribution / active EE | $1,950 | $5,244-62.8% | $4,814-59.5% | $4,740-58.9% |
| Participant deferral / active EE | $1,550 | $7,799-80.1% | $7,447-79.2% | $6,400-75.8% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,425-99.8% |