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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 | $211,583 | $138,075+53.2% | $123,552+71.3% | $135,379+56.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.58% | 153.70%-162.3pp | 119.20%-127.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $4,520 | $5,152-12.3% | $4,628-2.3% | $4,779-5.4% |
| Participant deferral / active EE | $1,963 | $6,800-71.1% | $6,426-69.5% | $5,609-65.0% |
| Admin fee / account holder | $17 | $10,917-99.8% | $9,285-99.8% | $10,828-99.8% |