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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 | $33,623 | $138,102-75.7% | $125,381-73.2% | $134,532-75.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.18% | 750.73%-758.9pp | 572.31%-580.5pp | 418.27%-426.4pp |
| Employer contribution / active EE | $581 | $5,245-88.9% | $4,815-87.9% | $4,741-87.7% |
| Participant deferral / active EE | $771 | $7,801-90.1% | $7,448-89.7% | $6,401-88.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |