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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 | $108,895 | $133,981-18.7% | $112,249-3.0% | $134,532-19.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.56% | 47.16%-63.7pp | 27.48%-44.0pp | 418.27%-434.8pp |
| Employer contribution / active EE | $8 | $4,040-99.8% | $3,636-99.8% | $4,741-99.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $91 | $7,492-98.8% | $6,412-98.6% | $11,429-99.2% |