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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 | $15,821 | $138,102-88.5% | $125,381-87.4% | $134,532-88.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.74% | 750.73%-770.5pp | 572.31%-592.0pp | 418.27%-438.0pp |
| Employer contribution / active EE | $2,880 | $5,245-45.1% | $4,815-40.2% | $4,741-39.3% |
| Participant deferral / active EE | $1,663 | $7,801-78.7% | $7,448-77.7% | $6,401-74.0% |
| Admin fee / account holder | $3 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |