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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 | $138,114-67.4% | $125,391-64.0% | $134,545-66.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.70% | 750.88%-769.6pp | 572.41%-591.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $1,950 | $5,246-62.8% | $4,816-59.5% | $4,742-58.9% |
| Participant deferral / active EE | $1,550 | $7,801-80.1% | $7,448-79.2% | $6,401-75.8% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |