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 | $107,807 | $88,590+21.7% | $69,888+54.3% | $134,554-19.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -13.97% | 442.93%-456.9pp | 190.87%-204.8pp | 418.46%-432.4pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,560-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,771-100.0% | $3,849-100.0% | $6,401-100.0% |
| Admin fee / account holder | $82 | $10,441-99.2% | $6,267-98.7% | $11,430-99.3% |