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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 | $91,152 | $99,644-8.5% | $86,438+5.5% | $134,532-32.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.32% | 6787.26%-6804.6pp | 4397.19%-4414.5pp | 418.27%-435.6pp |
| Employer contribution / active EE | $5,509 | $4,402+25.1% | $3,769+46.1% | $4,741+16.2% |
| Participant deferral / active EE | $1,720 | $7,247-76.3% | $6,952-75.3% | $6,401-73.1% |
| Admin fee / account holder | $16 | $8,375-99.8% | $6,733-99.8% | $11,429-99.9% |