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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 | $108,825 | $138,114-21.2% | $125,391-13.2% | $134,545-19.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.78% | 750.88%-767.7pp | 572.41%-589.2pp | 418.37%-435.2pp |
| Employer contribution / active EE | $10,250 | $5,246+95.4% | $4,816+112.8% | $4,742+116.2% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |