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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 | $240,486 | $97,761+146.0% | $83,850+186.8% | $135,382+77.6% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -6.27% | 1287.44%-1293.7pp | 850.92%-857.2pp | 519.77%-526.0pp |
| Employer contribution / active EE | $18,571 | $4,222+339.9% | $3,631+411.5% | $4,779+288.6% |
| 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% |