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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 | $58,524 | $82,630-29.2% | $64,105-8.7% | $125,388-53.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 2.90% | 1489.72%-1486.8pp | 791.24%-788.3pp | 282.24%-279.3pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $288 | $3,608-92.0% | $2,822-89.8% | $5,352-94.6% |
| Admin fee / account holder | $2 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |