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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 | $13,843 | $133,981-89.7% | $112,249-87.7% | $134,532-89.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.53% | 47.16%-65.7pp | 27.48%-46.0pp | 418.27%-436.8pp |
| Employer contribution / active EE | $738 | $4,040-81.7% | $3,636-79.7% | $4,741-84.4% |
| Participant deferral / active EE | $738 | $5,292-86.1% | $4,729-84.4% | $6,401-88.5% |
| Admin fee / account holder | $62 | $7,492-99.2% | $6,412-99.0% | $11,429-99.5% |