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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 | $228,848 | $134,817+69.7% | $123,973+84.6% | $155,188+47.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 11.12% | 515.49%-504.4pp | 388.13%-377.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $6,670 | $4,425+50.7% | $4,126+61.7% | $4,248+57.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $188 | $13,245-98.6% | $11,799-98.4% | $14,480-98.7% |