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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 | $123,274 | $138,072-10.7% | $123,549-0.2% | $135,382-8.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -6.81% | 153.69%-160.5pp | 119.20%-126.0pp | 519.77%-526.6pp |
| Employer contribution / active EE | $497 | $5,152-90.3% | $4,628-89.3% | $4,779-89.6% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $26 | $10,917-99.8% | $9,284-99.7% | $10,829-99.8% |