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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 | $37,698 | $160,040-76.4% | $147,096-74.4% | $145,877-74.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $880 | $5,289-83.4% | $4,936-82.2% | $4,663-81.1% |
| Participant deferral / active EE | $1,795 | $8,429-78.7% | $8,071-77.8% | $6,691-73.2% |
| Admin fee / account holder | -$8 | $15,050-100.1% | $13,005-100.1% | $13,402-100.1% |