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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 | $45,840 | $138,078-66.8% | $125,363-63.4% | $134,509-65.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.26% | 750.49%-755.8pp | 572.15%-577.4pp | 418.13%-423.4pp |
| Employer contribution / active EE | $10,651 | $5,245+103.1% | $4,815+121.2% | $4,741+124.7% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $175 | $11,566-98.5% | $10,005-98.3% | $11,427-98.5% |