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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 | $32,540 | $138,076-76.4% | $123,553-73.7% | $135,380-76.0% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -7.77% | 153.70%-161.5pp | 119.21%-127.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $828 | $5,152-83.9% | $4,628-82.1% | $4,779-82.7% |
| Participant deferral / active EE | $1,261 | $6,800-81.5% | $6,426-80.4% | $5,609-77.5% |
| Admin fee / account holder | $92 | $10,917-99.2% | $9,284-99.0% | $10,828-99.1% |