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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 | $16,295 | $138,102-88.2% | $125,381-87.0% | $134,532-87.9% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -12.37% | 750.73%-763.1pp | 572.31%-584.7pp | 418.27%-430.6pp |
| Employer contribution / active EE | $1,150 | $5,245-78.1% | $4,815-76.1% | $4,741-75.7% |
| Participant deferral / active EE | $1,822 | $7,801-76.6% | $7,448-75.5% | $6,401-71.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |