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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 | $76,793 | $138,114-44.4% | $125,391-38.8% | $134,545-42.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -3.04% | 750.88%-753.9pp | 572.41%-575.5pp | 418.37%-421.4pp |
| Employer contribution / active EE | $1,693 | $5,246-67.7% | $4,816-64.9% | $4,742-64.3% |
| Participant deferral / active EE | $300 | $7,801-96.2% | $7,448-96.0% | $6,401-95.3% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |