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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 | $139,535 | $88,754+57.2% | $81,820+70.5% | $145,877-4.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 13.34% | 1031.77%-1018.4pp | 777.93%-764.6pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,533 | $3,085-17.9% | $2,915-13.1% | $4,663-45.7% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |