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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 | $39,724 | $169,361-76.5% | $129,397-69.3% | $145,877-72.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 61.59% | 14395.54%-14334.0pp | 9453.98%-9392.4pp | 551.28%-489.7pp |
| Employer contribution / active EE | $23,750 | $5,542+328.6% | $4,154+471.7% | $4,663+409.3% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $70 | $9,903-99.3% | $7,679-99.1% | $13,402-99.5% |