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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 | $114,919 | $106,008+8.4% | $92,240+24.6% | $147,586-22.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 26.69% | 50.05%-23.4pp | 176.29%-149.6pp | 578.59%-551.9pp |
| Employer contribution / active EE | $13,660 | $4,333+215.2% | $3,680+271.2% | $4,876+180.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10 | $6,333-99.8% | $5,194-99.8% | $10,886-99.9% |