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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 | $195,018 | $198,461-1.7% | $170,436+14.4% | $147,585+32.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.63% | 257.30%-242.7pp | 205.94%-191.3pp | 578.57%-563.9pp |
| Employer contribution / active EE | $15,436 | $6,184+149.6% | $5,433+184.1% | $4,876+216.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |