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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 | $34,081 | $167,362-79.6% | $143,799-76.3% | $134,532-74.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.96% | 0.47%-10.4pp | -0.04%-9.9pp | 418.27%-428.2pp |
| Employer contribution / active EE | $1,147 | $5,620-79.6% | $4,952-76.8% | $4,741-75.8% |
| Participant deferral / active EE | $1,354 | $6,447-79.0% | $5,638-76.0% | $6,401-78.9% |
| Admin fee / account holder | $23 | $18,094-99.9% | $14,677-99.8% | $11,429-99.8% |