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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 | $20,007 | $138,114-85.5% | $125,391-84.0% | $134,545-85.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -13.41% | 750.88%-764.3pp | 572.41%-585.8pp | 418.37%-431.8pp |
| Employer contribution / active EE | $5,537 | $5,246+5.6% | $4,816+15.0% | $4,742+16.8% |
| Participant deferral / active EE | $1,753 | $7,801-77.5% | $7,448-76.5% | $6,401-72.6% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |