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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 | $37,583 | $138,078-72.8% | $125,363-70.0% | $134,509-72.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.97% | 750.49%-758.5pp | 572.15%-580.1pp | 418.13%-426.1pp |
| Employer contribution / active EE | $575 | $5,245-89.0% | $4,815-88.1% | $4,741-87.9% |
| Participant deferral / active EE | $2,300 | $7,800-70.5% | $7,447-69.1% | $6,400-64.1% |
| Admin fee / account holder | $250 | $11,566-97.8% | $10,005-97.5% | $11,427-97.8% |