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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 | $97,736 | $76,368+28.0% | $67,681+44.4% | $154,746-36.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 16.28% | 1066.77%-1050.5pp | 590.58%-574.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $11,520 | $3,151+265.6% | $2,678+330.1% | $4,379+163.1% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $174 | $8,559-98.0% | $6,100-97.2% | $14,365-98.8% |