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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 | $48,865 | $180,466-72.9% | $154,114-68.3% | $135,382-63.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.51% | 888.15%-893.7pp | 735.16%-740.7pp | 519.77%-525.3pp |
| Employer contribution / active EE | $1,368 | $6,035-77.3% | $5,298-74.2% | $4,779-71.4% |
| Participant deferral / active EE | $1,319 | $5,806-77.3% | $5,081-74.0% | $5,609-76.5% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |