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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 | $149,653 | $109,872+36.2% | $98,483+52.0% | $167,536-10.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 31.12% | 1959.31%-1928.2pp | 1494.38%-1463.3pp | 478.82%-447.7pp |
| Employer contribution / active EE | $7,000 | $3,225+117.0% | $2,961+136.4% | $4,839+44.7% |
| Participant deferral / active EE | $640 | $4,673-86.3% | $4,276-85.0% | $6,342-89.9% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |