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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 | $29,384 | $138,075-78.7% | $123,552-76.2% | $135,379-78.3% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.56% | 153.70%-160.3pp | 119.20%-125.8pp | 519.79%-526.3pp |
| Employer contribution / active EE | $1,522 | $5,152-70.5% | $4,628-67.1% | $4,779-68.1% |
| Participant deferral / active EE | $1,859 | $6,800-72.7% | $6,426-71.1% | $5,609-66.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |