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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 | $30,752 | $138,114-77.7% | $125,391-75.5% | $134,545-77.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.89% | 750.88%-763.8pp | 572.41%-585.3pp | 418.37%-431.3pp |
| Employer contribution / active EE | $17,369 | $5,246+231.1% | $4,816+260.7% | $4,742+266.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $140 | $11,570-98.8% | $10,009-98.6% | $11,431-98.8% |