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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 | $29,474 | $138,102-78.7% | $125,381-76.5% | $134,532-78.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.90% | 750.73%-757.6pp | 572.31%-579.2pp | 418.27%-425.2pp |
| Employer contribution / active EE | $16,469 | $5,245+214.0% | $4,815+242.0% | $4,741+247.4% |
| Participant deferral / active EE | $1,833 | $7,801-76.5% | $7,448-75.4% | $6,401-71.4% |
| Admin fee / account holder | $118 | $11,568-99.0% | $10,007-98.8% | $11,429-99.0% |