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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 | $175,882 | $121,656+44.6% | $104,614+68.1% | $158,950+10.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 30.63% | 465.51%-434.9pp | 340.56%-309.9pp | 302.91%-272.3pp |
| Employer contribution / active EE | $0 | $3,164-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $640 | $4,177-84.7% | $3,739-82.9% | $5,983-89.3% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |