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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 | $43,364 | $157,304-72.4% | $141,197-69.3% | $152,909-71.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $70 | $5,263-98.7% | $4,736-98.5% | $4,764-98.5% |
| Participant deferral / active EE | $117 | $7,111-98.4% | $6,710-98.3% | $5,851-98.0% |
| Admin fee / account holder | $100 | $12,126-99.2% | $10,265-99.0% | $11,601-99.1% |