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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 | $242,118 | $180,466+34.2% | $154,114+57.1% | $135,382+78.8% |
| Participation rate | 82.4% | 87.4%-5.1pp | 83.0%-0.7pp | 82.6%-0.3pp |
| Annual return | -6.39% | 888.15%-894.5pp | 735.16%-741.6pp | 519.77%-526.2pp |
| Employer contribution / active EE | $25,865 | $6,035+328.5% | $5,298+388.2% | $4,779+441.2% |
| Participant deferral / active EE | $353 | $5,806-93.9% | $5,081-93.1% | $5,609-93.7% |
| Admin fee / account holder | $6 | $16,144-100.0% | $13,411-100.0% | $10,829-99.9% |