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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 | $157,270-72.4% | $141,173-69.3% | $152,870-71.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.34%-345.3pp |
| Employer contribution / active EE | $70 | $5,261-98.7% | $4,735-98.5% | $4,763-98.5% |
| Participant deferral / active EE | $117 | $7,110-98.4% | $6,710-98.3% | $5,850-98.0% |
| Admin fee / account holder | $100 | $12,121-99.2% | $10,262-99.0% | $11,597-99.1% |