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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 | $15,872 | $138,102-88.5% | $125,381-87.3% | $134,532-88.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.90% | 750.73%-769.6pp | 572.31%-591.2pp | 418.27%-437.2pp |
| Employer contribution / active EE | $6,342 | $5,245+20.9% | $4,815+31.7% | $4,741+33.8% |
| Participant deferral / active EE | $1,534 | $7,801-80.3% | $7,448-79.4% | $6,401-76.0% |
| Admin fee / account holder | $191 | $11,568-98.3% | $10,007-98.1% | $11,429-98.3% |