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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 | $116,135 | $150,446-22.8% | $136,297-14.8% | $147,585-21.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.10% | 1049.14%-1035.0pp | 5156.19%-5142.1pp | 578.58%-564.5pp |
| Employer contribution / active EE | $7,247 | $5,256+37.9% | $4,696+54.3% | $4,876+48.6% |
| Participant deferral / active EE | $1,999 | $6,631-69.9% | $6,247-68.0% | $5,439-63.3% |
| Admin fee / account holder | $11 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |