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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 | $147,170 | $180,459-18.4% | $154,108-4.5% | $135,380+8.7% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -8.39% | 888.21%-896.6pp | 735.21%-743.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $1,875 | $6,035-68.9% | $5,298-64.6% | $4,779-60.8% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |