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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 | $21,379 | $138,114-84.5% | $125,391-83.0% | $134,545-84.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.24% | 750.88%-763.1pp | 572.41%-584.7pp | 418.37%-430.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,638 | $7,801-79.0% | $7,448-78.0% | $6,401-74.4% |
| Admin fee / account holder | $152 | $11,570-98.7% | $10,009-98.5% | $11,431-98.7% |