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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 | $58,547 | $180,462-67.6% | $154,111-62.0% | $135,379-56.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -7.74% | 888.17%-895.9pp | 735.18%-742.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $1,392 | $6,036-76.9% | $5,298-73.7% | $4,779-70.9% |
| Participant deferral / active EE | $1,696 | $5,806-70.8% | $5,081-66.6% | $5,609-69.8% |
| Admin fee / account holder | $264 | $16,145-98.4% | $13,411-98.0% | $10,828-97.6% |