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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 | $223,079 | $155,840+43.1% | $124,694+78.9% | $167,553+33.1% |
| Participation rate | 92.3% | 81.1%+11.2pp | 74.6%+17.7pp | 82.1%+10.2pp |
| Annual return | 156.57% | 17.98%+138.6pp | 5144.82%-4988.2pp | 478.89%-322.3pp |
| Employer contribution / active EE | $11,311 | $4,165+171.6% | $3,325+240.2% | $4,840+133.7% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $268 | $9,536-97.2% | $7,495-96.4% | $12,316-97.8% |