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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 | $38,518 | $138,102-72.1% | $125,381-69.3% | $134,532-71.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.01% | 750.73%-769.7pp | 572.31%-591.3pp | 418.27%-437.3pp |
| Employer contribution / active EE | $968 | $5,245-81.5% | $4,815-79.9% | $4,741-79.6% |
| Participant deferral / active EE | $2,161 | $7,801-72.3% | $7,448-71.0% | $6,401-66.2% |
| Admin fee / account holder | $24 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |