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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 | $185,373 | $97,732+89.7% | $83,831+121.1% | $135,380+36.9% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -1.19% | 1287.56%-1288.7pp | 850.99%-852.2pp | 519.81%-521.0pp |
| Employer contribution / active EE | $16,089 | $4,222+281.1% | $3,631+343.1% | $4,779+236.7% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $16 | $6,675-99.8% | $5,479-99.7% | $10,828-99.9% |