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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 | $57,801 | $190,916-69.7% | $160,037-63.9% | $134,545-57.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.81% | 552.79%-564.6pp | 408.95%-420.8pp | 418.37%-430.2pp |
| Employer contribution / active EE | $15,000 | $4,996+200.3% | $4,226+255.0% | $4,742+216.4% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |