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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 | $16,645 | $97,732-83.0% | $83,831-80.1% | $135,380-87.7% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -2.79% | 1287.56%-1290.3pp | 850.99%-853.8pp | 519.81%-522.6pp |
| Employer contribution / active EE | $1,105 | $4,222-73.8% | $3,631-69.6% | $4,779-76.9% |
| Participant deferral / active EE | $492 | $4,683-89.5% | $4,082-87.9% | $5,609-91.2% |
| Admin fee / account holder | $287 | $6,675-95.7% | $5,479-94.8% | $10,828-97.4% |