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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 | $194,188 | $226,135-14.1% | $182,558+6.4% | $152,909+27.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.21% | 192.60%-171.4pp | 148.59%-127.4pp | 345.46%-324.3pp |
| Employer contribution / active EE | $15,732 | $4,979+216.0% | $4,076+285.9% | $4,764+230.2% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |