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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 | $65,751 | $138,072-52.4% | $123,549-46.8% | $135,382-51.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.84% | 153.69%-161.5pp | 119.20%-127.0pp | 519.77%-527.6pp |
| Employer contribution / active EE | $1,719 | $5,152-66.6% | $4,628-62.9% | $4,779-64.0% |
| Participant deferral / active EE | $934 | $6,799-86.3% | $6,426-85.5% | $5,609-83.3% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,829-99.9% |