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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 | $228,178 | $150,446+51.7% | $136,297+67.4% | $147,585+54.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.98% | 1049.14%-1030.2pp | 5156.19%-5137.2pp | 578.58%-559.6pp |
| Employer contribution / active EE | $13,983 | $5,256+166.0% | $4,696+197.8% | $4,876+186.7% |
| Participant deferral / active EE | $692 | $6,631-89.6% | $6,247-88.9% | $5,439-87.3% |
| Admin fee / account holder | $5 | $10,906-100.0% | $9,244-99.9% | $10,886-100.0% |