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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 | $29,753 | $135,645-78.1% | $110,243-73.0% | $135,380-78.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.38% | 513.24%-521.6pp | 314.76%-323.1pp | 519.81%-528.2pp |
| Employer contribution / active EE | $2,489 | $4,907-49.3% | $3,827-35.0% | $4,779-47.9% |
| Participant deferral / active EE | $1,584 | $5,507-71.2% | $4,672-66.1% | $5,609-71.8% |
| Admin fee / account holder | $209 | $11,458-98.2% | $8,548-97.5% | $10,828-98.1% |