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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 | $23,471 | $106,918-78.0% | $84,021-72.1% | $152,897-84.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 16.00% | 105.01%-89.0pp | 71.32%-55.3pp | 345.43%-329.4pp |
| Employer contribution / active EE | $178 | $2,735-93.5% | $1,984-91.0% | $4,764-96.3% |
| Participant deferral / active EE | $325 | $4,012-91.9% | $3,239-90.0% | $5,851-94.4% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |