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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 | $12,142 | $92,684-86.9% | $82,706-85.3% | $134,509-91.0% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -2.90% | 945.84%-948.7pp | 701.76%-704.7pp | 418.13%-421.0pp |
| Employer contribution / active EE | $1,057 | $3,272-67.7% | $3,007-64.8% | $4,741-77.7% |
| Participant deferral / active EE | $750 | $4,800-84.4% | $4,394-82.9% | $6,400-88.3% |
| Admin fee / account holder | $8 | $5,982-99.9% | $5,329-99.9% | $11,427-99.9% |