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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 | $22,118 | $138,078-84.0% | $125,363-82.4% | $134,509-83.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.09% | 750.49%-766.6pp | 572.15%-588.2pp | 418.13%-434.2pp |
| Employer contribution / active EE | $713 | $5,245-86.4% | $4,815-85.2% | $4,741-85.0% |
| Participant deferral / active EE | $854 | $7,800-89.1% | $7,447-88.5% | $6,400-86.7% |
| Admin fee / account holder | $257 | $11,566-97.8% | $10,005-97.4% | $11,427-97.7% |