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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 | $0 | $180,466-100.0% | $154,114-100.0% | $135,382-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -3.63% | 888.15%-891.8pp | 735.16%-738.8pp | 519.77%-523.4pp |
| Employer contribution / active EE | $391 | $6,035-93.5% | $5,298-92.6% | $4,779-91.8% |
| Participant deferral / active EE | $513 | $5,806-91.2% | $5,081-89.9% | $5,609-90.8% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |