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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 | $27,080 | $138,114-80.4% | $125,391-78.4% | $134,545-79.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.15% | 750.88%-769.0pp | 572.41%-590.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,049 | $5,246-60.9% | $4,816-57.5% | $4,742-56.8% |
| Participant deferral / active EE | $388 | $7,801-95.0% | $7,448-94.8% | $6,401-93.9% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |