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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 | $70,818 | $160,059-55.8% | $140,019-49.4% | $135,380-47.7% |
| Participation rate | 70.6% | 88.5%-17.9pp | 87.5%-16.9pp | 82.6%-12.1pp |
| Annual return | -6.69% | 911.48%-918.2pp | 651.17%-657.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,927 | $7,641-74.8% | $6,927-72.2% | $5,609-65.6% |
| Admin fee / account holder | $193 | $13,328-98.6% | $10,705-98.2% | $10,828-98.2% |