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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 | $20,338 | $138,102-85.3% | $125,381-83.8% | $134,532-84.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.74% | 750.73%-768.5pp | 572.31%-590.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $1,921 | $5,245-63.4% | $4,815-60.1% | $4,741-59.5% |
| Participant deferral / active EE | $2,289 | $7,801-70.7% | $7,448-69.3% | $6,401-64.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |