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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 | $50,890 | $180,459-71.8% | $154,108-67.0% | $135,380-62.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.53% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $4,317 | $6,035-28.5% | $5,298-18.5% | $4,779-9.7% |
| Participant deferral / active EE | $813 | $5,806-86.0% | $5,081-84.0% | $5,609-85.5% |
| Admin fee / account holder | $296 | $16,145-98.2% | $13,411-97.8% | $10,828-97.3% |