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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 | $41,534 | $108,911-61.9% | $100,392-58.6% | $145,884-71.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.22% | 58.23%-44.0pp | 49.45%-35.2pp | 551.85%-537.6pp |
| Employer contribution / active EE | $271 | $4,420-93.9% | $3,941-93.1% | $4,662-94.2% |
| Participant deferral / active EE | $299 | $8,459-96.5% | $8,090-96.3% | $6,690-95.5% |
| Admin fee / account holder | $93 | $9,698-99.0% | $7,904-98.8% | $13,392-99.3% |