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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 | $142,926 | $138,072+3.5% | $123,549+15.7% | $135,382+5.6% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | 0.37% | 153.69%-153.3pp | 119.20%-118.8pp | 519.77%-519.4pp |
| Employer contribution / active EE | $3,124 | $5,152-39.4% | $4,628-32.5% | $4,779-34.6% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $36 | $10,917-99.7% | $9,284-99.6% | $10,829-99.7% |