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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 | $52,987 | $168,635-68.6% | $147,617-64.1% | $125,389-57.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.31% | 77.65%-78.0pp | 61.98%-62.3pp | 282.24%-282.5pp |
| Employer contribution / active EE | $4,305 | $6,252-31.1% | $5,564-22.6% | $4,866-11.5% |
| Participant deferral / active EE | $535 | $5,507-90.3% | $4,895-89.1% | $5,352-90.0% |
| Admin fee / account holder | $4 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |