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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 | $84,281 | $131,835-36.1% | $108,582-22.4% | $273,972-69.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 859.92% | -91.57%+951.5pp | -51.70%+911.6pp | 41.46%+818.5pp |
| Employer contribution / active EE | $9,948 | $4,913+102.5% | $3,758+164.7% | $4,869+104.3% |
| Participant deferral / active EE | $600 | $5,127-88.3% | $4,311-86.1% | $5,287-88.7% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |