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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 | $39,005 | $138,075-71.8% | $123,552-68.4% | $135,379-71.2% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -5.17% | 153.70%-158.9pp | 119.20%-124.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,571 | $6,800-76.9% | $6,426-75.6% | $5,609-72.0% |
| Admin fee / account holder | $293 | $10,917-97.3% | $9,285-96.8% | $10,828-97.3% |