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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 | $153,959 | $90,606+69.9% | $79,466+93.7% | $135,379+13.7% |
| Participation rate | 90.5% | 76.0%+14.4pp | 73.3%+17.1pp | 82.6%+7.8pp |
| Annual return | 8.74% | 977.69%-969.0pp | 718.28%-709.5pp | 519.79%-511.0pp |
| Employer contribution / active EE | $7,052 | $3,068+129.9% | $2,800+151.8% | $4,779+47.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |