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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 | $111,191 | $99,647+11.6% | $86,439+28.6% | $134,509-17.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.33% | 6784.13%-6801.5pp | 4395.55%-4412.9pp | 418.13%-435.5pp |
| Employer contribution / active EE | $1,665 | $4,401-62.2% | $3,769-55.8% | $4,741-64.9% |
| Participant deferral / active EE | $1,665 | $7,246-77.0% | $6,952-76.0% | $6,400-74.0% |
| Admin fee / account holder | $120 | $8,373-98.6% | $6,732-98.2% | $11,427-98.9% |