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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 | $164,341 | $92,684+77.3% | $82,706+98.7% | $134,509+22.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.57% | 945.84%-965.4pp | 701.76%-721.3pp | 418.13%-437.7pp |
| Employer contribution / active EE | $7,187 | $3,272+119.7% | $3,007+139.0% | $4,741+51.6% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $262 | $5,982-95.6% | $5,329-95.1% | $11,427-97.7% |