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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 | $190,334 | $138,114+37.8% | $125,391+51.8% | $134,545+41.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.53% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $624 | $5,246-88.1% | $4,816-87.0% | $4,742-86.8% |
| Participant deferral / active EE | $780 | $7,801-90.0% | $7,448-89.5% | $6,401-87.8% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |