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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 | $30,969 | $85,024-63.6% | $70,544-56.1% | $139,466-77.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 12.22% | 30.39%-18.2pp | 32.79%-20.6pp | 373.66%-361.4pp |
| Employer contribution / active EE | $176 | $3,912-95.5% | $2,976-94.1% | $4,754-96.3% |
| Participant deferral / active EE | $956 | $5,891-83.8% | $4,568-79.1% | $6,712-85.8% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |