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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 | $99,668+11.6% | $86,451+28.6% | $134,545-17.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.33% | 6789.61%-6806.9pp | 4398.51%-4415.8pp | 418.37%-435.7pp |
| Employer contribution / active EE | $1,665 | $4,403-62.2% | $3,770-55.8% | $4,742-64.9% |
| Participant deferral / active EE | $1,665 | $7,249-77.0% | $6,953-76.1% | $6,401-74.0% |
| Admin fee / account holder | $120 | $8,377-98.6% | $6,734-98.2% | $11,431-99.0% |