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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 | $43,315 | $105,158-58.8% | $94,672-54.2% | $139,487-68.9% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 15.06% | 38.11%-23.0pp | 156.89%-141.8pp | 373.84%-358.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,714 | $7,599-77.4% | $7,417-76.9% | $6,713-74.5% |
| Admin fee / account holder | $14 | $8,972-99.8% | $7,222-99.8% | $11,407-99.9% |