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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 | $138,068-77.7% | $125,358-75.5% | $134,493-77.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.89% | 750.30%-763.2pp | 572.03%-584.9pp | 418.01%-430.9pp |
| Employer contribution / active EE | $17,369 | $5,244+231.2% | $4,814+260.8% | $4,740+266.4% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $140 | $11,568-98.8% | $10,007-98.6% | $11,425-98.8% |