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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 | $42,694 | $160,059-73.3% | $140,019-69.5% | $135,380-68.5% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.5%+5.4pp | 82.6%+10.2pp |
| Annual return | -5.02% | 911.48%-916.5pp | 651.17%-656.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $5,299 | $6,420-17.5% | $5,605-5.5% | $4,779+10.9% |
| Participant deferral / active EE | $673 | $7,641-91.2% | $6,927-90.3% | $5,609-88.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |