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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 | $12,763 | $92,743-86.2% | $82,744-84.6% | $134,532-90.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.92% | 946.63%-963.6pp | 702.22%-719.1pp | 418.27%-435.2pp |
| Employer contribution / active EE | $38 | $3,273-98.9% | $3,008-98.8% | $4,741-99.2% |
| Participant deferral / active EE | $667 | $4,802-86.1% | $4,395-84.8% | $6,401-89.6% |
| Admin fee / account holder | $2 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |