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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 | $45,086 | $160,059-71.8% | $140,019-67.8% | $135,380-66.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -6.29% | 911.48%-917.8pp | 651.17%-657.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $1,200 | $6,420-81.3% | $5,605-78.6% | $4,779-74.9% |
| Participant deferral / active EE | $2,387 | $7,641-68.8% | $6,927-65.5% | $5,609-57.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |