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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 | $200,001 | $99,647+100.7% | $86,439+131.4% | $134,509+48.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.53% | 6784.13%-6790.7pp | 4395.55%-4402.1pp | 418.13%-424.7pp |
| Employer contribution / active EE | $2,878 | $4,401-34.6% | $3,769-23.6% | $4,741-39.3% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $179 | $8,373-97.9% | $6,732-97.3% | $11,427-98.4% |