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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 | $17,591 | $134,001-86.9% | $112,258-84.3% | $134,509-86.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.92% | 47.15%-66.1pp | 27.47%-46.4pp | 418.13%-437.1pp |
| Employer contribution / active EE | $437 | $4,039-89.2% | $3,636-88.0% | $4,741-90.8% |
| Participant deferral / active EE | $582 | $5,291-89.0% | $4,728-87.7% | $6,400-90.9% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |