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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 | $42,941 | $160,059-73.2% | $140,019-69.3% | $135,382-68.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -4.20% | 911.44%-915.6pp | 651.15%-655.4pp | 519.77%-524.0pp |
| Employer contribution / active EE | $1,355 | $6,420-78.9% | $5,605-75.8% | $4,779-71.6% |
| Participant deferral / active EE | $2,650 | $7,641-65.3% | $6,927-61.7% | $5,609-52.8% |
| Admin fee / account holder | $175 | $13,328-98.7% | $10,705-98.4% | $10,829-98.4% |