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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 | $42,867 | $160,059-73.2% | $140,019-69.4% | $135,379-68.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -8.64% | 911.44%-920.1pp | 651.15%-659.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $694 | $6,420-89.2% | $5,605-87.6% | $4,779-85.5% |
| Participant deferral / active EE | $878 | $7,641-88.5% | $6,927-87.3% | $5,609-84.4% |
| Admin fee / account holder | $33 | $13,328-99.8% | $10,705-99.7% | $10,828-99.7% |