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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 | $31,748 | $138,076-77.0% | $123,553-74.3% | $135,380-76.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -1.57% | 153.70%-155.3pp | 119.21%-120.8pp | 519.81%-521.4pp |
| Employer contribution / active EE | $415 | $5,152-91.9% | $4,628-91.0% | $4,779-91.3% |
| Participant deferral / active EE | $538 | $6,800-92.1% | $6,426-91.6% | $5,609-90.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |