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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 | $70,929 | $109,905-35.5% | $98,506-28.0% | $167,553-57.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.38% | 1960.20%-1948.8pp | 1494.92%-1483.5pp | 478.89%-467.5pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $624 | $4,674-86.6% | $4,277-85.4% | $6,343-90.2% |
| Admin fee / account holder | $5 | $6,760-99.9% | $5,955-99.9% | $12,316-100.0% |