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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 | $158,089 | $138,078+14.5% | $125,363+26.1% | $134,509+17.5% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -12.87% | 750.49%-763.4pp | 572.15%-585.0pp | 418.13%-431.0pp |
| Employer contribution / active EE | $5,562 | $5,245+6.0% | $4,815+15.5% | $4,741+17.3% |
| Participant deferral / active EE | $1,799 | $7,800-76.9% | $7,447-75.8% | $6,400-71.9% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |