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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 | $20,297 | $138,102-85.3% | $125,381-83.8% | $134,532-84.9% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | 0.95% | 750.73%-749.8pp | 572.31%-571.4pp | 418.27%-417.3pp |
| Employer contribution / active EE | $13,293 | $5,245+153.4% | $4,815+176.1% | $4,741+180.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |