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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 | $28,577 | $180,466-84.2% | $154,114-81.5% | $135,382-78.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -7.88% | 888.15%-896.0pp | 735.16%-743.0pp | 519.77%-527.7pp |
| Employer contribution / active EE | $674 | $6,035-88.8% | $5,298-87.3% | $4,779-85.9% |
| Participant deferral / active EE | $1,100 | $5,806-81.0% | $5,081-78.3% | $5,609-80.4% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |