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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 | $144,023 | $124,187+16.0% | $108,410+32.9% | $167,518-14.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.30% | 1379.80%-1366.5pp | 905.34%-892.0pp | 478.71%-465.4pp |
| Employer contribution / active EE | $1,426 | $4,187-65.9% | $3,558-59.9% | $4,838-70.5% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,562-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |