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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 | $191,151 | $156,963+21.8% | $121,204+57.7% | $139,466+37.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.00% | 1476.75%-1465.7pp | 987.18%-976.2pp | 373.66%-362.7pp |
| Employer contribution / active EE | $48,079 | $5,544+767.2% | $4,170+1053.0% | $4,754+911.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |