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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 | $29,551 | $138,102-78.6% | $125,381-76.4% | $134,532-78.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.20% | 750.73%-760.9pp | 572.31%-582.5pp | 418.27%-428.5pp |
| Employer contribution / active EE | $1,532 | $5,245-70.8% | $4,815-68.2% | $4,741-67.7% |
| Participant deferral / active EE | $1,915 | $7,801-75.4% | $7,448-74.3% | $6,401-70.1% |
| Admin fee / account holder | $137 | $11,568-98.8% | $10,007-98.6% | $11,429-98.8% |