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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 | $20,178 | $97,732-79.4% | $83,831-75.9% | $135,380-85.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.15% | 1287.56%-1289.7pp | 850.99%-853.1pp | 519.81%-522.0pp |
| Employer contribution / active EE | $488 | $4,222-88.4% | $3,631-86.6% | $4,779-89.8% |
| Participant deferral / active EE | $888 | $4,683-81.0% | $4,082-78.2% | $5,609-84.2% |
| Admin fee / account holder | $19 | $6,675-99.7% | $5,479-99.7% | $10,828-99.8% |