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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 | $15,594 | $110,039-85.8% | $97,260-84.0% | $145,884-89.3% |
| Participation rate | 77.8% | 75.9%+1.9pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 13.75% | 244.44%-230.7pp | 75.54%-61.8pp | 551.85%-538.1pp |
| Employer contribution / active EE | $84 | $3,074-97.3% | $2,721-96.9% | $4,662-98.2% |
| Participant deferral / active EE | $27 | $4,674-99.4% | $4,262-99.4% | $6,690-99.6% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |