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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 | $16,091 | $138,102-88.3% | $125,381-87.2% | $134,532-88.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.04% | 750.73%-764.8pp | 572.31%-586.3pp | 418.27%-432.3pp |
| Employer contribution / active EE | $1,503 | $5,245-71.4% | $4,815-68.8% | $4,741-68.3% |
| Participant deferral / active EE | $140 | $7,801-98.2% | $7,448-98.1% | $6,401-97.8% |
| Admin fee / account holder | $66 | $11,568-99.4% | $10,007-99.3% | $11,429-99.4% |