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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 | $126,626 | $144,130-12.1% | $117,861+7.4% | $147,586-14.2% |
| Participation rate | 94.7% | 83.4%+11.3pp | 79.7%+15.1pp | 82.8%+11.9pp |
| Annual return | 17.03% | 531.20%-514.2pp | 335.11%-318.1pp | 578.59%-561.6pp |
| Employer contribution / active EE | $3,158 | $4,897-35.5% | $3,786-16.6% | $4,876-35.2% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $157 | $10,887-98.6% | $8,021-98.0% | $10,886-98.6% |