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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 | $27,205 | $138,072-80.3% | $123,549-78.0% | $135,382-79.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.13% | 153.69%-159.8pp | 119.20%-125.3pp | 519.77%-525.9pp |
| Employer contribution / active EE | $1,564 | $5,152-69.6% | $4,628-66.2% | $4,779-67.3% |
| Participant deferral / active EE | $2,120 | $6,799-68.8% | $6,426-67.0% | $5,609-62.2% |
| Admin fee / account holder | $49 | $10,917-99.6% | $9,284-99.5% | $10,829-99.5% |