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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 | $100,401 | $168,636-40.5% | $147,618-32.0% | $125,388-19.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.12% | 77.65%-80.8pp | 61.98%-65.1pp | 282.24%-285.4pp |
| Employer contribution / active EE | $2,993 | $6,252-52.1% | $5,565-46.2% | $4,866-38.5% |
| Participant deferral / active EE | $1,686 | $5,507-69.4% | $4,895-65.6% | $5,352-68.5% |
| Admin fee / account holder | $269 | $13,580-98.0% | $11,612-97.7% | $9,541-97.2% |