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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 | $109,343 | $138,076-20.8% | $123,553-11.5% | $135,380-19.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.09% | 153.70%-162.8pp | 119.21%-128.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $6,351 | $5,152+23.3% | $4,628+37.2% | $4,779+32.9% |
| Participant deferral / active EE | $1,865 | $6,800-72.6% | $6,426-71.0% | $5,609-66.7% |
| Admin fee / account holder | $7 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |