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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 | $115,235 | $92,766+24.2% | $82,763+39.2% | $134,545-14.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.18% | 946.97%-967.2pp | 702.45%-722.6pp | 418.37%-438.5pp |
| Employer contribution / active EE | $27 | $3,273-99.2% | $3,008-99.1% | $4,742-99.4% |
| Participant deferral / active EE | $40 | $4,802-99.2% | $4,395-99.1% | $6,401-99.4% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |