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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 | $12,071 | $100,203-88.0% | $85,240-85.8% | $145,897-91.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.17% | 84.28%-75.1pp | 66.75%-57.6pp | 552.29%-543.1pp |
| Employer contribution / active EE | $239 | $3,242-92.6% | $2,735-91.3% | $4,663-94.9% |
| Participant deferral / active EE | $683 | $5,299-87.1% | $4,527-84.9% | $6,689-89.8% |
| Admin fee / account holder | $69 | $7,265-99.1% | $6,165-98.9% | $13,390-99.5% |