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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 | $98,001 | $81,643+20.0% | $70,462+39.1% | $158,950-38.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.85% | 208.51%-196.7pp | 109.08%-97.2pp | 302.91%-291.1pp |
| Employer contribution / active EE | $15,025 | $3,218+366.9% | $2,737+448.9% | $4,762+215.5% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $25 | $6,194-99.6% | $3,845-99.3% | $11,248-99.8% |