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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 | $13,392 | $101,618-86.8% | $93,063-85.6% | $137,256-90.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 11.12% | 223.95%-212.8pp | 34.15%-23.0pp | 220.34%-209.2pp |
| Employer contribution / active EE | $80 | $2,707-97.0% | $2,476-96.8% | $4,156-98.1% |
| Participant deferral / active EE | $200 | $4,279-95.3% | $3,958-94.9% | $6,407-96.9% |
| Admin fee / account holder | $86 | $6,198-98.6% | $6,033-98.6% | $12,270-99.3% |