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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 | $216,256 | $95,979+125.3% | $74,551+190.1% | $135,380+59.7% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -6.48% | 56.97%-63.4pp | 32.53%-39.0pp | 519.81%-526.3pp |
| Employer contribution / active EE | $11,748 | $2,716+332.5% | $1,961+499.1% | $4,779+145.8% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |