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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 | $12,661 | $103,038-87.7% | $90,324-86.0% | $152,909-91.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.11% | 95.25%-73.1pp | 78.15%-56.0pp | 345.46%-323.4pp |
| Employer contribution / active EE | $92 | $3,141-97.1% | $2,856-96.8% | $4,764-98.1% |
| Participant deferral / active EE | $132 | $4,282-96.9% | $3,885-96.6% | $5,851-97.8% |
| Admin fee / account holder | $12 | $6,177-99.8% | $5,356-99.8% | $11,601-99.9% |