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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 | $168,920 | $180,459-6.4% | $154,108+9.6% | $135,380+24.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.82% | 888.21%-893.0pp | 735.21%-740.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $4,143 | $6,035-31.3% | $5,298-21.8% | $4,779-13.3% |
| Participant deferral / active EE | $1,138 | $5,806-80.4% | $5,081-77.6% | $5,609-79.7% |
| Admin fee / account holder | $261 | $16,145-98.4% | $13,411-98.1% | $10,828-97.6% |