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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 | $6,775 | $90,489-92.5% | $76,051-91.1% | $145,978-95.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 89.02% | 622.78%-533.8pp | 360.42%-271.4pp | 550.52%-461.5pp |
| Employer contribution / active EE | $720 | $3,319-78.3% | $2,690-73.2% | $4,662-84.6% |
| Participant deferral / active EE | $720 | $5,164-86.1% | $4,257-83.1% | $6,690-89.2% |
| Admin fee / account holder | $200 | $8,374-97.6% | $6,416-96.9% | $13,400-98.5% |