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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 | $22,576 | $102,638-78.0% | $81,982-72.5% | $158,982-85.8% |
| Participation rate | 72.7% | 75.5%-2.8pp | 69.3%+3.5pp | 82.0%-9.2pp |
| Annual return | 39.41% | 61.05%-21.6pp | 41.31%-1.9pp | 302.99%-263.6pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |