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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 | $59,007 | $157,829-62.6% | $136,867-56.9% | $198,609-70.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 13.83% | 51.25%-37.4pp | 42.97%-29.1pp | 202.70%-188.9pp |
| Employer contribution / active EE | $500 | $3,923-87.3% | $3,547-85.9% | $5,055-90.1% |
| Participant deferral / active EE | $500 | $5,463-90.8% | $4,924-89.8% | $6,977-92.8% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |