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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 | $60,907 | $112,131-45.7% | $95,964-36.5% | $158,982-61.7% |
| Participation rate | 91.3% | 79.0%+12.3pp | 77.1%+14.2pp | 82.0%+9.3pp |
| Annual return | 0.00% | 171.19%-171.2pp | 91.64%-91.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $301 | $4,784-93.7% | $4,167-92.8% | $5,983-95.0% |
| Admin fee / account holder | $44 | $10,136-99.6% | $6,797-99.3% | $11,252-99.6% |