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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 | $70,576 | $138,102-48.9% | $125,381-43.7% | $134,532-47.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.22% | 750.73%-759.9pp | 572.31%-581.5pp | 418.27%-427.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,250 | $7,801-84.0% | $7,448-83.2% | $6,401-80.5% |
| Admin fee / account holder | $253 | $11,568-97.8% | $10,007-97.5% | $11,429-97.8% |