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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 | $234,626 | $176,688+32.8% | $130,660+79.6% | $152,909+53.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 9.95% | 2693.08%-2683.1pp | 1709.29%-1699.3pp | 345.46%-335.5pp |
| Employer contribution / active EE | $18,366 | $5,743+219.8% | $4,092+348.8% | $4,764+285.5% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |