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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 | $39,279 | $190,916-79.4% | $160,037-75.5% | $134,545-70.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.10% | 552.79%-567.9pp | 408.95%-424.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $7,500 | $4,996+50.1% | $4,226+77.5% | $4,742+58.2% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |