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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 | $214,520 | $144,130+48.8% | $117,861+82.0% | $147,586+45.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 50.99% | 531.20%-480.2pp | 335.11%-284.1pp | 578.59%-527.6pp |
| Employer contribution / active EE | $4,375 | $4,897-10.7% | $3,786+15.5% | $4,876-10.3% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |