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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 | $182,820 | $138,102+32.4% | $125,381+45.8% | $134,532+35.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 34.15% | 750.73%-716.6pp | 572.31%-538.2pp | 418.27%-384.1pp |
| Employer contribution / active EE | $6,000 | $5,245+14.4% | $4,815+24.6% | $4,741+26.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |