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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 | $226,973 | $106,008+114.1% | $92,240+146.1% | $147,586+53.8% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 17.67% | 50.05%-32.4pp | 176.29%-158.6pp | 578.59%-560.9pp |
| Employer contribution / active EE | $18,888 | $4,333+335.9% | $3,680+413.3% | $4,876+287.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $258 | $6,333-95.9% | $5,194-95.0% | $10,886-97.6% |