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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 | $192,070 | $138,102+39.1% | $125,381+53.2% | $134,532+42.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.09% | 750.73%-765.8pp | 572.31%-587.4pp | 418.27%-433.4pp |
| Employer contribution / active EE | $6,667 | $5,245+27.1% | $4,815+38.4% | $4,741+40.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $200 | $11,568-98.3% | $10,007-98.0% | $11,429-98.2% |