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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 | $17,153 | $97,732-82.4% | $83,831-79.5% | $135,380-87.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -7.93% | 1287.56%-1295.5pp | 850.99%-858.9pp | 519.81%-527.7pp |
| Employer contribution / active EE | $414 | $4,222-90.2% | $3,631-88.6% | $4,779-91.3% |
| Participant deferral / active EE | $1,037 | $4,683-77.9% | $4,082-74.6% | $5,609-81.5% |
| Admin fee / account holder | $160 | $6,675-97.6% | $5,479-97.1% | $10,828-98.5% |