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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 | $6,616 | $96,678-93.2% | $86,640-92.4% | $139,466-95.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.97% | 106.69%-89.7pp | 592.52%-575.5pp | 373.66%-356.7pp |
| Employer contribution / active EE | $207 | $3,265-93.7% | $3,024-93.1% | $4,754-95.6% |
| Participant deferral / active EE | $259 | $4,837-94.6% | $4,438-94.2% | $6,712-96.1% |
| Admin fee / account holder | $64 | $6,410-99.0% | $5,616-98.9% | $11,409-99.4% |