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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 | $35,742 | $45,566-21.6% | $64,105-44.2% | $59,633-40.1% |
| Participation rate | 88.5% | 60.2%+28.3pp | 68.2%+20.3pp | 68.7%+19.8pp |
| Annual return | 1811.19% | 4.95%+1806.2pp | 791.24%+1019.9pp | 2041.45%-230.3pp |
| Employer contribution / active EE | $409 | $934-56.3% | $1,820-77.6% | $2,203-81.5% |
| Participant deferral / active EE | $449 | $2,057-78.2% | $2,822-84.1% | $3,192-85.9% |
| Admin fee / account holder | $198 | $3,268-93.9% | $4,499-95.6% | $4,297-95.4% |