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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 | $139,050 | $109,372+27.1% | $89,414+55.5% | $158,966-12.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.89% | 345.55%-324.7pp | 245.50%-224.6pp | 302.95%-282.1pp |
| Employer contribution / active EE | $39,000 | $3,171+1129.7% | $2,586+1407.9% | $4,762+718.9% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |