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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 | $104,108 | $198,457-47.5% | $170,435-38.9% | $147,586-29.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.96% | 257.30%-240.3pp | 205.94%-189.0pp | 578.59%-561.6pp |
| Employer contribution / active EE | $20,594 | $6,183+233.1% | $5,432+279.1% | $4,876+322.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |