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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 | $89,640 | $150,446-40.4% | $136,297-34.2% | $147,585-39.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.88% | 1049.14%-1035.3pp | 5156.19%-5142.3pp | 578.58%-564.7pp |
| Employer contribution / active EE | $12,321 | $5,256+134.4% | $4,696+162.4% | $4,876+152.7% |
| Participant deferral / active EE | $1,100 | $6,631-83.4% | $6,247-82.4% | $5,439-79.8% |
| Admin fee / account holder | $165 | $10,906-98.5% | $9,244-98.2% | $10,886-98.5% |