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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 | $78,928 | $160,059-50.7% | $140,019-43.6% | $135,380-41.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.05% | 911.48%-918.5pp | 651.17%-658.2pp | 519.81%-526.9pp |
| Employer contribution / active EE | $4,234 | $6,420-34.0% | $5,605-24.5% | $4,779-11.4% |
| Participant deferral / active EE | $2,524 | $7,641-67.0% | $6,927-63.6% | $5,609-55.0% |
| Admin fee / account holder | $244 | $13,328-98.2% | $10,705-97.7% | $10,828-97.7% |