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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 | $45,102 | $89,370-49.5% | $141,197-68.1% | $72,976-38.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $125 | $3,115-96.0% | $4,736-97.4% | $2,440-94.9% |
| Participant deferral / active EE | $576 | $5,419-89.4% | $6,710-91.4% | $3,608-84.0% |
| Admin fee / account holder | $21 | $5,957-99.7% | $10,265-99.8% | $5,124-99.6% |