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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 | $37,255 | $138,102-73.0% | $125,381-70.3% | $134,532-72.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -12.11% | 750.73%-762.8pp | 572.31%-584.4pp | 418.27%-430.4pp |
| Employer contribution / active EE | $650 | $5,245-87.6% | $4,815-86.5% | $4,741-86.3% |
| Participant deferral / active EE | $1,619 | $7,801-79.2% | $7,448-78.3% | $6,401-74.7% |
| Admin fee / account holder | $40 | $11,568-99.7% | $10,007-99.6% | $11,429-99.6% |