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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 | $169,336-76.5% | $129,384-69.3% | $145,884-72.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 61.59% | 14408.70%-14347.1pp | 9461.77%-9400.2pp | 551.85%-490.3pp |
| Employer contribution / active EE | $23,750 | $5,540+328.7% | $4,153+471.8% | $4,662+409.4% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $70 | $9,912-99.3% | $7,686-99.1% | $13,392-99.5% |