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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 | $238,150 | $97,732+143.7% | $83,831+184.1% | $135,380+75.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.71% | 1287.56%-1294.3pp | 850.99%-857.7pp | 519.81%-526.5pp |
| Employer contribution / active EE | $13,723 | $4,222+225.0% | $3,631+277.9% | $4,779+187.2% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13 | $6,675-99.8% | $5,479-99.8% | $10,828-99.9% |