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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 | $176,824 | $160,059+10.5% | $140,019+26.3% | $135,382+30.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -3.53% | 911.44%-915.0pp | 651.15%-654.7pp | 519.77%-523.3pp |
| Employer contribution / active EE | $2,212 | $6,420-65.5% | $5,605-60.5% | $4,779-53.7% |
| Participant deferral / active EE | $2,212 | $7,641-71.0% | $6,927-68.1% | $5,609-60.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |