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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 | $7,586 | $88,702-91.4% | $81,780-90.7% | $145,978-94.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.09% | 1029.12%-1018.0pp | 776.27%-765.2pp | 550.52%-539.4pp |
| Employer contribution / active EE | $105 | $3,084-96.6% | $2,914-96.4% | $4,662-97.7% |
| Participant deferral / active EE | $131 | $4,645-97.2% | $4,321-97.0% | $6,690-98.0% |
| Admin fee / account holder | $111 | $8,414-98.7% | $7,384-98.5% | $13,400-99.2% |