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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 | $26,687 | $97,732-72.7% | $83,831-68.2% | $135,380-80.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -7.66% | 1287.56%-1295.2pp | 850.99%-858.7pp | 519.81%-527.5pp |
| Employer contribution / active EE | $689 | $4,222-83.7% | $3,631-81.0% | $4,779-85.6% |
| Participant deferral / active EE | $763 | $4,683-83.7% | $4,082-81.3% | $5,609-86.4% |
| Admin fee / account holder | $12 | $6,675-99.8% | $5,479-99.8% | $10,828-99.9% |