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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 | $38,200 | $152,542-75.0% | $117,498-67.5% | $134,509-71.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -1.31% | 53.02%-54.3pp | 29.75%-31.1pp | 418.13%-419.4pp |
| Employer contribution / active EE | $18,924 | $5,574+239.5% | $4,178+353.0% | $4,741+299.2% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $119 | $7,006-98.3% | $5,646-97.9% | $11,427-99.0% |