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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 | $150,556 | $138,114+9.0% | $125,391+20.1% | $134,545+11.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.67% | 750.88%-769.6pp | 572.41%-591.1pp | 418.37%-437.0pp |
| Employer contribution / active EE | $13,259 | $5,246+152.8% | $4,816+175.3% | $4,742+179.6% |
| Participant deferral / active EE | $1,413 | $7,801-81.9% | $7,448-81.0% | $6,401-77.9% |
| Admin fee / account holder | $273 | $11,570-97.6% | $10,009-97.3% | $11,431-97.6% |