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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 | $33,849 | $138,114-75.5% | $125,391-73.0% | $134,545-74.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.69% | 750.88%-769.6pp | 572.41%-591.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $2,800 | $5,246-46.6% | $4,816-41.9% | $4,742-40.9% |
| Participant deferral / active EE | $2,400 | $7,801-69.2% | $7,448-67.8% | $6,401-62.5% |
| Admin fee / account holder | $268 | $11,570-97.7% | $10,009-97.3% | $11,431-97.7% |