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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 | $38,145 | $138,114-72.4% | $125,391-69.6% | $134,545-71.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.73% | 750.88%-769.6pp | 572.41%-591.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $9,449 | $5,246+80.1% | $4,816+96.2% | $4,742+99.3% |
| Participant deferral / active EE | $338 | $7,801-95.7% | $7,448-95.5% | $6,401-94.7% |
| Admin fee / account holder | $143 | $11,570-98.8% | $10,009-98.6% | $11,431-98.8% |