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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 | $13,717 | $109,872-87.5% | $98,483-86.1% | $167,536-91.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 15.55% | 1959.31%-1943.8pp | 1494.38%-1478.8pp | 478.82%-463.3pp |
| Employer contribution / active EE | $170 | $3,225-94.7% | $2,961-94.3% | $4,839-96.5% |
| Participant deferral / active EE | $277 | $4,673-94.1% | $4,276-93.5% | $6,342-95.6% |
| Admin fee / account holder | $41 | $6,757-99.4% | $5,953-99.3% | $12,315-99.7% |