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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 | $102,606 | $160,059-35.9% | $140,019-26.7% | $135,380-24.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.26% | 911.48%-912.7pp | 651.17%-652.4pp | 519.81%-521.1pp |
| Employer contribution / active EE | $10,331 | $6,420+60.9% | $5,605+84.3% | $4,779+116.2% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $300 | $13,328-97.8% | $10,705-97.2% | $10,828-97.2% |