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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 | $39,531 | $138,102-71.4% | $125,381-68.5% | $134,532-70.6% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -13.85% | 750.73%-764.6pp | 572.31%-586.2pp | 418.27%-432.1pp |
| Employer contribution / active EE | $1,483 | $5,245-71.7% | $4,815-69.2% | $4,741-68.7% |
| Participant deferral / active EE | $1,838 | $7,801-76.4% | $7,448-75.3% | $6,401-71.3% |
| Admin fee / account holder | $182 | $11,568-98.4% | $10,007-98.2% | $11,429-98.4% |