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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 | $125,229 | $100,938+24.1% | $90,461+38.4% | $158,982-21.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.15% | 1727.20%-1714.1pp | 1294.76%-1281.6pp | 302.99%-289.8pp |
| Employer contribution / active EE | $8,234 | $3,691+123.0% | $3,264+152.3% | $4,763+72.9% |
| Participant deferral / active EE | $337 | $4,350-92.3% | $3,964-91.5% | $5,983-94.4% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |