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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 | $144,764 | $209,847-31.0% | $189,520-23.6% | $167,518-13.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.22% | 748.45%-732.2pp | 555.25%-539.0pp | 478.71%-462.5pp |
| Employer contribution / active EE | $10,800 | $6,913+56.2% | $6,161+75.3% | $4,838+123.2% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |