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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 | $22,164 | $103,000-78.5% | $90,300-75.5% | $152,885-85.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.77% | 95.19%-73.4pp | 78.11%-56.3pp | 345.39%-323.6pp |
| Employer contribution / active EE | $28 | $3,138-99.1% | $2,854-99.0% | $4,763-99.4% |
| Participant deferral / active EE | $142 | $4,281-96.7% | $3,884-96.3% | $5,851-97.6% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |