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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 | $39,873 | $96,678-58.8% | $86,640-54.0% | $139,466-71.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.56% | 106.69%-85.1pp | 592.52%-571.0pp | 373.66%-352.1pp |
| Employer contribution / active EE | $204 | $3,265-93.8% | $3,024-93.3% | $4,754-95.7% |
| Participant deferral / active EE | $188 | $4,837-96.1% | $4,438-95.8% | $6,712-97.2% |
| Admin fee / account holder | $202 | $6,410-96.8% | $5,616-96.4% | $11,409-98.2% |