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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 | $36,017 | $168,635-78.6% | $147,617-75.6% | $125,389-71.3% |
| Participation rate | 87.0% | 88.8%-1.8pp | 84.6%+2.3pp | 83.2%+3.8pp |
| Annual return | -0.85% | 77.65%-78.5pp | 61.98%-62.8pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,522 | $5,507-72.4% | $4,895-68.9% | $5,352-71.6% |
| Admin fee / account holder | $143 | $13,580-98.9% | $11,612-98.8% | $9,541-98.5% |