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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 | $24,220 | $100,895-76.0% | $90,430-73.2% | $158,950-84.8% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.7%+0.6pp | 82.0%-8.6pp |
| Annual return | 16.94% | 1725.54%-1708.6pp | 1293.73%-1276.8pp | 302.91%-286.0pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $666 | $4,347-84.7% | $3,963-83.2% | $5,983-88.9% |
| Admin fee / account holder | $188 | $6,505-97.1% | $5,613-96.7% | $11,248-98.3% |