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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 | $228,272 | $180,462+26.5% | $154,111+48.1% | $135,379+68.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.32% | 888.17%-893.5pp | 735.18%-740.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $1,573 | $6,036-73.9% | $5,298-70.3% | $4,779-67.1% |
| Participant deferral / active EE | $615 | $5,806-89.4% | $5,081-87.9% | $5,609-89.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |