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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 | $190,526 | $226,135-15.7% | $182,558+4.4% | $152,909+24.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 15.75% | 192.60%-176.9pp | 148.59%-132.8pp | 345.46%-329.7pp |
| Employer contribution / active EE | $1,355 | $4,979-72.8% | $4,076-66.8% | $4,764-71.6% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10 | $10,707-99.9% | $8,594-99.9% | $11,601-99.9% |