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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 | $59,844 | $92,743-35.5% | $82,744-27.7% | $134,532-55.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -18.66% | 946.63%-965.3pp | 702.22%-720.9pp | 418.27%-436.9pp |
| Employer contribution / active EE | $222 | $3,273-93.2% | $3,008-92.6% | $4,741-95.3% |
| Participant deferral / active EE | $473 | $4,802-90.1% | $4,395-89.2% | $6,401-92.6% |
| Admin fee / account holder | $20 | $5,977-99.7% | $5,325-99.6% | $11,429-99.8% |