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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 | $22,433 | $101,069-77.8% | $81,478-72.5% | $147,585-84.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 65.43% | 32.40%+33.0pp | 38.78%+26.7pp | 578.56%-513.1pp |
| Employer contribution / active EE | $107 | $3,205-96.7% | $2,568-95.8% | $4,876-97.8% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |