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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 | $60,209 | $138,076-56.4% | $123,553-51.3% | $135,380-55.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.25% | 153.70%-157.9pp | 119.21%-123.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $1,234 | $5,152-76.0% | $4,628-73.3% | $4,779-74.2% |
| Participant deferral / active EE | $1,923 | $6,800-71.7% | $6,426-70.1% | $5,609-65.7% |
| Admin fee / account holder | $94 | $10,917-99.1% | $9,284-99.0% | $10,828-99.1% |