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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 | $20,642 | $138,072-85.0% | $123,549-83.3% | $135,382-84.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.61% | 153.69%-159.3pp | 119.20%-124.8pp | 519.77%-525.4pp |
| Employer contribution / active EE | $205 | $5,152-96.0% | $4,628-95.6% | $4,779-95.7% |
| Participant deferral / active EE | $287 | $6,799-95.8% | $6,426-95.5% | $5,609-94.9% |
| Admin fee / account holder | $7 | $10,917-99.9% | $9,284-99.9% | $10,829-99.9% |