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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 | $149,065 | $180,462-17.4% | $154,111-3.3% | $135,379+10.1% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -7.05% | 888.17%-895.2pp | 735.18%-742.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $6,299 | $6,036+4.4% | $5,298+18.9% | $4,779+31.8% |
| Participant deferral / active EE | $863 | $5,806-85.1% | $5,081-83.0% | $5,609-84.6% |
| Admin fee / account holder | $143 | $16,145-99.1% | $13,411-98.9% | $10,828-98.7% |