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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 | $18,375 | $97,732-81.2% | $83,831-78.1% | $135,380-86.4% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -8.03% | 1287.56%-1295.6pp | 850.99%-859.0pp | 519.81%-527.8pp |
| Employer contribution / active EE | $920 | $4,222-78.2% | $3,631-74.7% | $4,779-80.8% |
| Participant deferral / active EE | $920 | $4,683-80.4% | $4,082-77.5% | $5,609-83.6% |
| Admin fee / account holder | $107 | $6,675-98.4% | $5,479-98.1% | $10,828-99.0% |