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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 | $165,712 | $96,678+71.4% | $86,640+91.3% | $139,466+18.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 12.10% | 106.69%-94.6pp | 592.52%-580.4pp | 373.66%-361.6pp |
| Employer contribution / active EE | $11,312 | $3,265+246.4% | $3,024+274.0% | $4,754+137.9% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $20 | $6,410-99.7% | $5,616-99.6% | $11,409-99.8% |