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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 | $15,786 | $138,114-88.6% | $125,391-87.4% | $134,545-88.3% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -19.39% | 750.88%-770.3pp | 572.41%-591.8pp | 418.37%-437.8pp |
| Employer contribution / active EE | $2,919 | $5,246-44.4% | $4,816-39.4% | $4,742-38.4% |
| Participant deferral / active EE | $2,302 | $7,801-70.5% | $7,448-69.1% | $6,401-64.0% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |