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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 | $239,556 | $150,412+59.3% | $120,574+98.7% | $145,884+64.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.65% | 154.50%-144.9pp | 107.42%-97.8pp | 551.85%-542.2pp |
| Employer contribution / active EE | $2,298 | $4,355-47.2% | $3,471-33.8% | $4,662-50.7% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |