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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 | $30,986 | $138,114-77.6% | $125,391-75.3% | $134,545-77.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.49% | 750.88%-769.4pp | 572.41%-590.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $12,149 | $5,246+131.6% | $4,816+152.3% | $4,742+156.2% |
| Participant deferral / active EE | $500 | $7,801-93.6% | $7,448-93.3% | $6,401-92.2% |
| Admin fee / account holder | $77 | $11,570-99.3% | $10,009-99.2% | $11,431-99.3% |