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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 | $148,664 | $168,635-11.8% | $147,617+0.7% | $125,389+18.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.69% | 77.65%-80.3pp | 61.98%-64.7pp | 282.24%-284.9pp |
| Employer contribution / active EE | $2,509 | $6,252-59.9% | $5,564-54.9% | $4,866-48.4% |
| Participant deferral / active EE | $607 | $5,507-89.0% | $4,895-87.6% | $5,352-88.7% |
| Admin fee / account holder | $16 | $13,580-99.9% | $11,612-99.9% | $9,541-99.8% |