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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 | $132,304 | $171,492-22.9% | $150,734-12.2% | $198,609-33.4% |
| Participation rate | 90.0% | 81.4%+8.6pp | 78.4%+11.6pp | 82.4%+7.6pp |
| Annual return | 5.39% | 804.70%-799.3pp | 600.81%-595.4pp | 202.70%-197.3pp |
| Employer contribution / active EE | $7,500 | $5,470+37.1% | $4,918+52.5% | $5,055+48.4% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $113 | $17,628-99.4% | $14,905-99.2% | $19,030-99.4% |