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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 | $45,694 | $180,466-74.7% | $154,114-70.4% | $135,382-66.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.98% | 888.15%-893.1pp | 735.16%-740.1pp | 519.77%-524.8pp |
| Employer contribution / active EE | $507 | $6,035-91.6% | $5,298-90.4% | $4,779-89.4% |
| Participant deferral / active EE | $1,594 | $5,806-72.5% | $5,081-68.6% | $5,609-71.6% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |