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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 | $9,084 | $67,396-86.5% | $60,919-85.1% | $134,545-93.2% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.1%+18.6pp | 81.2%+10.4pp |
| Annual return | -11.78% | 50.12%-61.9pp | 16.96%-28.7pp | 418.37%-430.2pp |
| Employer contribution / active EE | $177 | $3,101-94.3% | $2,704-93.5% | $4,742-96.3% |
| Participant deferral / active EE | $760 | $4,534-83.2% | $3,814-80.1% | $6,401-88.1% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |