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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 | $210,200 | $125,778+67.1% | $114,563+83.5% | $154,746+35.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 9.27% | 295.14%-285.9pp | 241.09%-231.8pp | 172.34%-163.1pp |
| Employer contribution / active EE | $5,600 | $2,806+99.6% | $2,592+116.0% | $4,379+27.9% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |