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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 | $34,628 | $138,114-74.9% | $125,391-72.4% | $134,545-74.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.15% | 750.88%-767.0pp | 572.41%-588.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $580 | $5,246-88.9% | $4,816-88.0% | $4,742-87.8% |
| Participant deferral / active EE | $725 | $7,801-90.7% | $7,448-90.3% | $6,401-88.7% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |