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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 | $26,306 | $138,076-80.9% | $123,553-78.7% | $135,380-80.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.56% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $5,848 | $5,152+13.5% | $4,628+26.4% | $4,779+22.4% |
| Participant deferral / active EE | $986 | $6,800-85.5% | $6,426-84.7% | $5,609-82.4% |
| Admin fee / account holder | $240 | $10,917-97.8% | $9,284-97.4% | $10,828-97.8% |