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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 | $133,875 | $198,457-32.5% | $170,435-21.5% | $147,586-9.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.93% | 257.30%-240.4pp | 205.94%-189.0pp | 578.59%-561.7pp |
| Employer contribution / active EE | $10,502 | $6,183+69.9% | $5,432+93.3% | $4,876+115.4% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $140 | $16,852-99.2% | $13,881-99.0% | $10,886-98.7% |