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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 | $19,970 | $138,078-85.5% | $125,363-84.1% | $134,509-85.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.61% | 750.49%-769.1pp | 572.15%-590.8pp | 418.13%-436.7pp |
| Employer contribution / active EE | $595 | $5,245-88.7% | $4,815-87.6% | $4,741-87.4% |
| Participant deferral / active EE | $1,949 | $7,800-75.0% | $7,447-73.8% | $6,400-69.6% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |