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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 | $203,768 | $180,459+12.9% | $154,108+32.2% | $135,380+50.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.58% | 888.21%-889.8pp | 735.21%-736.8pp | 519.81%-521.4pp |
| Employer contribution / active EE | $5,520 | $6,035-8.5% | $5,298+4.2% | $4,779+15.5% |
| Participant deferral / active EE | $545 | $5,806-90.6% | $5,081-89.3% | $5,609-90.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |