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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 | $17,477 | $138,114-87.3% | $125,391-86.1% | $134,545-87.0% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -10.31% | 750.88%-761.2pp | 572.41%-582.7pp | 418.37%-428.7pp |
| Employer contribution / active EE | $861 | $5,246-83.6% | $4,816-82.1% | $4,742-81.8% |
| Participant deferral / active EE | $1,080 | $7,801-86.2% | $7,448-85.5% | $6,401-83.1% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |