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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 | $37,388 | $180,459-79.3% | $154,108-75.7% | $135,380-72.4% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -5.73% | 888.21%-893.9pp | 735.21%-740.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,390 | $5,806-76.1% | $5,081-72.6% | $5,609-75.2% |
| Admin fee / account holder | $141 | $16,145-99.1% | $13,411-98.9% | $10,828-98.7% |