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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 | $118,336 | $160,059-26.1% | $140,019-15.5% | $135,380-12.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.53% | 911.48%-912.0pp | 651.17%-651.7pp | 519.81%-520.3pp |
| Employer contribution / active EE | $1,410 | $6,420-78.0% | $5,605-74.9% | $4,779-70.5% |
| Participant deferral / active EE | $1,716 | $7,641-77.5% | $6,927-75.2% | $5,609-69.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |