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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 | $106,303 | $97,729+8.8% | $83,830+26.8% | $135,379-21.5% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -9.42% | 1287.52%-1296.9pp | 850.97%-860.4pp | 519.79%-529.2pp |
| Employer contribution / active EE | $8,388 | $4,222+98.7% | $3,631+131.0% | $4,779+75.5% |
| Participant deferral / active EE | $667 | $4,683-85.8% | $4,082-83.7% | $5,609-88.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |