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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 | $12,723 | $90,607-86.0% | $79,467-84.0% | $135,380-90.6% |
| Participation rate | 95.2% | 76.0%+19.2pp | 73.3%+21.9pp | 82.6%+12.6pp |
| Annual return | -4.13% | 977.74%-981.9pp | 718.30%-722.4pp | 519.81%-523.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $182 | $4,050-95.5% | $3,704-95.1% | $5,609-96.7% |
| Admin fee / account holder | $14 | $5,895-99.8% | $5,104-99.7% | $10,828-99.9% |