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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 | $109,926 | $138,114-20.4% | $125,391-12.3% | $134,545-18.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.13% | 750.88%-767.0pp | 572.41%-588.5pp | 418.37%-434.5pp |
| Employer contribution / active EE | $1,119 | $5,246-78.7% | $4,816-76.8% | $4,742-76.4% |
| Participant deferral / active EE | $1,364 | $7,801-82.5% | $7,448-81.7% | $6,401-78.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |