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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 | $26,587 | $82,314-67.7% | $68,808-61.4% | $134,532-80.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.67% | -2.18%-16.5pp | -6.37%-12.3pp | 418.27%-436.9pp |
| Employer contribution / active EE | $140 | $3,301-95.8% | $2,656-94.7% | $4,741-97.1% |
| Participant deferral / active EE | $907 | $4,740-80.9% | $3,942-77.0% | $6,401-85.8% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |