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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 | $28,010 | $107,944-74.1% | $91,994-69.6% | $152,885-81.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 19.62% | 89.26%-69.6pp | 69.03%-49.4pp | 345.39%-325.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $358 | $6,365-94.4% | $5,923-94.0% | $5,851-93.9% |
| Admin fee / account holder | $119 | $10,521-98.9% | $7,743-98.5% | $11,598-99.0% |