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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 | $31,191 | $152,591-79.6% | $117,529-73.5% | $134,545-76.8% |
| Participation rate | 94.7% | 77.1%+17.6pp | 70.6%+24.1pp | 81.2%+13.5pp |
| Annual return | -5.54% | 53.04%-58.6pp | 29.77%-35.3pp | 418.37%-423.9pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $185 | $7,004-97.4% | $5,645-96.7% | $11,431-98.4% |