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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 | $14,915 | $138,102-89.2% | $125,381-88.1% | $134,532-88.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.44% | 750.73%-769.2pp | 572.31%-590.7pp | 418.27%-436.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $709 | $7,801-90.9% | $7,448-90.5% | $6,401-88.9% |
| Admin fee / account holder | $214 | $11,568-98.1% | $10,007-97.9% | $11,429-98.1% |