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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 | $24,003 | $138,102-82.6% | $125,381-80.9% | $134,532-82.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -10.71% | 750.73%-761.4pp | 572.31%-583.0pp | 418.27%-429.0pp |
| Employer contribution / active EE | $6,429 | $5,245+22.6% | $4,815+33.5% | $4,741+35.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $57 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |