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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,246 | $176,471-72.7% | $95,964-49.7% | $90,274-46.6% |
| Participation rate | 90.9% | 86.6%+4.3pp | 77.1%+13.8pp | 73.4%+17.5pp |
| Annual return | 0.00% | 20.15%-20.1pp | 91.64%-91.6pp | 53.97%-54.0pp |
| Employer contribution / active EE | $0 | $2,783-100.0% | $2,541-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $172 | $5,325-96.8% | $4,167-95.9% | $4,231-95.9% |
| Admin fee / account holder | $0 | $154-100.0% | $6,797-100.0% | $114-100.0% |