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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 | $88,815+57.1% | $81,882+70.4% | $145,897-4.4% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 13.34% | 1033.75%-1020.4pp | 779.47%-766.1pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,533 | $3,086-17.9% | $2,916-13.1% | $4,663-45.7% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |