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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 | $44,056 | $138,076-68.1% | $123,553-64.3% | $135,380-67.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.80% | 153.70%-160.5pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $4,034 | $5,152-21.7% | $4,628-12.8% | $4,779-15.6% |
| Participant deferral / active EE | $1,590 | $6,800-76.6% | $6,426-75.3% | $5,609-71.7% |
| Admin fee / account holder | $14 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |