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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 | $20,664 | $58,391-64.6% | $76,667-73.0% | $72,976-71.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 17.41% | 2306.65%-2289.2pp | 1166.74%-1149.3pp | 81.02%-63.6pp |
| Employer contribution / active EE | $184 | $1,787-89.7% | $2,303-92.0% | $2,440-92.5% |
| Participant deferral / active EE | $916 | $2,690-66.0% | $3,336-72.5% | $3,608-74.6% |
| Admin fee / account holder | $280 | $4,014-93.0% | $6,423-95.6% | $5,124-94.5% |