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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 | $53,683 | $124,351-56.8% | $109,188-50.8% | $167,553-68.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.30% | 26.04%-8.7pp | 25.76%-8.5pp | 478.89%-461.6pp |
| Employer contribution / active EE | $23 | $4,210-99.5% | $3,723-99.4% | $4,840-99.5% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |