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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 | $12,901 | $108,882-88.2% | $96,754-86.7% | $154,746-91.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.09% | 98.39%-84.3pp | 82.04%-67.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $200 | $3,018-93.4% | $2,679-92.5% | $4,379-95.4% |
| Participant deferral / active EE | $500 | $5,323-90.6% | $4,758-89.5% | $6,730-92.6% |
| Admin fee / account holder | $150 | $10,200-98.5% | $8,905-98.3% | $14,365-99.0% |