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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 | $76,684 | $76,608+0.1% | $56,077+36.7% | $145,877-47.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.51% | 3009.59%-3001.1pp | 1709.28%-1700.8pp | 551.28%-542.8pp |
| Employer contribution / active EE | $4,555 | $1,382+229.7% | $1,040+337.8% | $4,663-2.3% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |