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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 | $76,946 | $172,008-55.3% | $133,334-42.3% | $152,897-49.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 69.7%+30.3pp | 82.5%+17.5pp |
| Annual return | 22.47% | 26.82%-4.4pp | 26.29%-3.8pp | 345.43%-323.0pp |
| Employer contribution / active EE | $0 | $3,954-100.0% | $3,152-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $7,271-100.0% | $5,773-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,416-100.0% | $3,620-100.0% | $11,599-100.0% |