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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 | $100,432 | $123,750-18.8% | $69,611+44.3% | $145,877-31.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 19.50% | 192.03%-172.5pp | 101.14%-81.6pp | 551.28%-531.8pp |
| Employer contribution / active EE | $18,000 | $2,672+573.8% | $1,709+953.5% | $4,663+286.0% |
| Participant deferral / active EE | $325 | $4,243-92.3% | $2,891-88.8% | $6,691-95.1% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,696-100.0% | $13,402-100.0% |