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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 | $169,161-76.5% | $129,295-69.3% | $145,959-72.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 61.59% | 14348.07%-14286.5pp | 9429.28%-9367.7pp | 561.95%-500.4pp |
| Employer contribution / active EE | $23,750 | $5,543+328.5% | $4,157+471.3% | $4,661+409.6% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $70 | $9,878-99.3% | $7,665-99.1% | $13,398-99.5% |