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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 | $215,759 | $180,466+19.6% | $154,114+40.0% | $135,382+59.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.94% | 888.15%-889.1pp | 735.16%-736.1pp | 519.77%-520.7pp |
| Employer contribution / active EE | $10,000 | $6,035+65.7% | $5,298+88.8% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |