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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 | $18,471 | $190,916-90.3% | $160,037-88.5% | $134,545-86.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | -1.44% | 552.79%-554.2pp | 408.95%-410.4pp | 418.37%-419.8pp |
| Employer contribution / active EE | $8,910 | $4,996+78.4% | $4,226+110.8% | $4,742+87.9% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $32 | $10,497-99.7% | $8,716-99.6% | $11,431-99.7% |