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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 | $34,265 | $138,075-75.2% | $123,552-72.3% | $135,379-74.7% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.20% | 153.70%-161.9pp | 119.20%-127.4pp | 519.79%-528.0pp |
| Employer contribution / active EE | $924 | $5,152-82.1% | $4,628-80.0% | $4,779-80.7% |
| Participant deferral / active EE | $1,137 | $6,800-83.3% | $6,426-82.3% | $5,609-79.7% |
| Admin fee / account holder | $205 | $10,917-98.1% | $9,285-97.8% | $10,828-98.1% |