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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 | $6,010 | $56,628-89.4% | - | $135,380-95.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | - | 82.6%+17.4pp |
| Annual return | -6.25% | 2630.24%-2636.5pp | - | 519.81%-526.1pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | - | $4,779-100.0% |
| Participant deferral / active EE | $146 | $3,718-96.1% | - | $5,609-97.4% |
| Admin fee / account holder | $14 | $1,588-99.1% | - | $10,828-99.9% |