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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 | $20,800 | $167,362-87.6% | $143,799-85.5% | $134,532-84.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.14% | 0.47%-17.6pp | -0.04%-17.1pp | 418.27%-435.4pp |
| Employer contribution / active EE | $519 | $5,620-90.8% | $4,952-89.5% | $4,741-89.1% |
| Participant deferral / active EE | $785 | $6,447-87.8% | $5,638-86.1% | $6,401-87.7% |
| Admin fee / account holder | $200 | $18,094-98.9% | $14,677-98.6% | $11,429-98.2% |