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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 | $107,739 | $72,071+49.5% | $68,368+57.6% | $137,256-21.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.55% | 353.14%-333.6pp | 292.57%-273.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $14,518 | $2,788+420.7% | $2,649+448.1% | $4,156+249.3% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $19 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |