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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 | $21,516 | $138,114-84.4% | $125,391-82.8% | $134,545-84.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.50% | 750.88%-765.4pp | 572.41%-586.9pp | 418.37%-432.9pp |
| Employer contribution / active EE | $435 | $5,246-91.7% | $4,816-91.0% | $4,742-90.8% |
| Participant deferral / active EE | $739 | $7,801-90.5% | $7,448-90.1% | $6,401-88.5% |
| Admin fee / account holder | $161 | $11,570-98.6% | $10,009-98.4% | $11,431-98.6% |