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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 | $166,099 | $138,102+20.3% | $125,381+32.5% | $134,532+23.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.06% | 750.73%-764.8pp | 572.31%-586.4pp | 418.27%-432.3pp |
| Employer contribution / active EE | $3,625 | $5,245-30.9% | $4,815-24.7% | $4,741-23.5% |
| Participant deferral / active EE | $100 | $7,801-98.7% | $7,448-98.7% | $6,401-98.4% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |