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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 | $41,609 | $160,059-74.0% | $140,019-70.3% | $135,380-69.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.61% | 911.48%-918.1pp | 651.17%-657.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $3,424 | $6,420-46.7% | $5,605-38.9% | $4,779-28.4% |
| Participant deferral / active EE | $870 | $7,641-88.6% | $6,927-87.4% | $5,609-84.5% |
| Admin fee / account holder | $246 | $13,328-98.2% | $10,705-97.7% | $10,828-97.7% |