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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 | $56,890 | $138,075-58.8% | $123,552-54.0% | $135,379-58.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.83% | 153.70%-157.5pp | 119.20%-123.0pp | 519.79%-523.6pp |
| Employer contribution / active EE | $2,000 | $5,152-61.2% | $4,628-56.8% | $4,779-58.1% |
| Participant deferral / active EE | $279 | $6,800-95.9% | $6,426-95.7% | $5,609-95.0% |
| Admin fee / account holder | $40 | $10,917-99.6% | $9,285-99.6% | $10,828-99.6% |