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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 | $63,645 | $180,462-64.7% | $154,111-58.7% | $135,379-53.0% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -8.73% | 888.17%-896.9pp | 735.18%-743.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $1,637 | $6,036-72.9% | $5,298-69.1% | $4,779-65.7% |
| Participant deferral / active EE | $1,859 | $5,806-68.0% | $5,081-63.4% | $5,609-66.9% |
| Admin fee / account holder | $188 | $16,145-98.8% | $13,411-98.6% | $10,828-98.3% |