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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 | $223,821 | $184,000+21.6% | $162,185+38.0% | $152,909+46.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.00% | 150.80%-123.8pp | 115.61%-88.6pp | 345.46%-318.5pp |
| Employer contribution / active EE | $1,600 | $6,370-74.9% | $5,613-71.5% | $4,764-66.4% |
| Participant deferral / active EE | $2,000 | $8,033-75.1% | $7,297-72.6% | $5,851-65.8% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |