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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 | $24,757 | $95,895-74.2% | $79,576-68.9% | $134,509-81.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.13% | -2.72%-7.4pp | 0.15%-10.3pp | 418.13%-428.3pp |
| Employer contribution / active EE | $286 | $3,128-90.9% | $2,413-88.2% | $4,741-94.0% |
| Participant deferral / active EE | $338 | $4,693-92.8% | $3,985-91.5% | $6,400-94.7% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |