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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 | $34,270 | $180,466-81.0% | $154,114-77.8% | $135,382-74.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -3.12% | 888.15%-891.3pp | 735.16%-738.3pp | 519.77%-522.9pp |
| Employer contribution / active EE | $3,266 | $6,035-45.9% | $5,298-38.4% | $4,779-31.7% |
| Participant deferral / active EE | $1,780 | $5,806-69.3% | $5,081-65.0% | $5,609-68.3% |
| Admin fee / account holder | $46 | $16,144-99.7% | $13,411-99.7% | $10,829-99.6% |