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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 | $90,600 | $160,070-43.4% | $147,117-38.4% | $145,897-37.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 55.46% | 98.69%-43.2pp | 420.54%-365.1pp | 552.29%-496.8pp |
| Employer contribution / active EE | $15,609 | $5,285+195.4% | $4,932+216.5% | $4,663+234.8% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |