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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 | $45,475 | $138,102-67.1% | $125,381-63.7% | $134,532-66.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.58% | 750.73%-759.3pp | 572.31%-580.9pp | 418.27%-426.8pp |
| Employer contribution / active EE | $20,000 | $5,245+281.3% | $4,815+315.3% | $4,741+321.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $268 | $11,568-97.7% | $10,007-97.3% | $11,429-97.7% |