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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 | $6,872 | $93,098-92.6% | $77,081-91.1% | $134,509-94.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.60% | 62.63%-79.2pp | 42.33%-58.9pp | 418.13%-434.7pp |
| Employer contribution / active EE | $222 | $3,419-93.5% | $2,813-92.1% | $4,741-95.3% |
| Participant deferral / active EE | $489 | $5,239-90.7% | $4,428-89.0% | $6,400-92.4% |
| Admin fee / account holder | $42 | $6,945-99.4% | $5,427-99.2% | $11,427-99.6% |