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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 | $13,142 | $60,139-78.1% | $90,461-85.5% | $79,856-83.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.48% | 71.96%-53.5pp | 1294.76%-1276.3pp | 31.71%-13.2pp |
| Employer contribution / active EE | $151 | $2,069-92.7% | $3,264-95.4% | $2,471-93.9% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $35 | $3,978-99.1% | $5,617-99.4% | $5,306-99.3% |