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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 | $21,828 | $167,362-87.0% | $143,799-84.8% | $134,532-83.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.52% | 0.47%-20.0pp | -0.04%-19.5pp | 418.27%-437.8pp |
| Employer contribution / active EE | $800 | $5,620-85.8% | $4,952-83.9% | $4,741-83.1% |
| Participant deferral / active EE | $1,000 | $6,447-84.5% | $5,638-82.3% | $6,401-84.4% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |