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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 | $141,074 | $97,761+44.3% | $83,850+68.2% | $135,382+4.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.38% | 1287.44%-1290.8pp | 850.92%-854.3pp | 519.77%-523.2pp |
| Employer contribution / active EE | $21,425 | $4,222+407.5% | $3,631+490.1% | $4,779+348.3% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |