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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 | $150,533 | $138,072+9.0% | $123,549+21.8% | $135,382+11.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.21% | 153.69%-154.9pp | 119.20%-120.4pp | 519.77%-521.0pp |
| Employer contribution / active EE | $16,066 | $5,152+211.9% | $4,628+247.1% | $4,779+236.2% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |