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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 | $35,654 | $138,076-74.2% | $123,553-71.1% | $135,380-73.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.45% | 153.70%-160.1pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $500 | $5,152-90.3% | $4,628-89.2% | $4,779-89.5% |
| Participant deferral / active EE | $1,000 | $6,800-85.3% | $6,426-84.4% | $5,609-82.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |