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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 | $55,487 | $180,462-69.3% | $154,111-64.0% | $135,379-59.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.46% | 888.17%-889.6pp | 735.18%-736.6pp | 519.79%-521.2pp |
| Employer contribution / active EE | $8,718 | $6,036+44.4% | $5,298+64.6% | $4,779+82.4% |
| Participant deferral / active EE | $1,300 | $5,806-77.6% | $5,081-74.4% | $5,609-76.8% |
| Admin fee / account holder | $14 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |