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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 | $43,603 | $138,072-68.4% | $123,549-64.7% | $135,382-67.8% |
| Participation rate | 76.5% | 84.7%-8.3pp | 82.3%-5.8pp | 82.6%-6.2pp |
| Annual return | 0.00% | 153.69%-153.7pp | 119.20%-119.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $19 | $10,917-99.8% | $9,284-99.8% | $10,829-99.8% |