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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 | $20,297 | $138,114-85.3% | $125,391-83.8% | $134,545-84.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.55% | 750.88%-770.4pp | 572.41%-592.0pp | 418.37%-437.9pp |
| Employer contribution / active EE | $1,670 | $5,246-68.2% | $4,816-65.3% | $4,742-64.8% |
| Participant deferral / active EE | $1,977 | $7,801-74.7% | $7,448-73.5% | $6,401-69.1% |
| Admin fee / account holder | $21 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |