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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 | $41,001 | $138,114-70.3% | $125,391-67.3% | $134,545-69.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.15% | 750.88%-764.0pp | 572.41%-585.6pp | 418.37%-431.5pp |
| Employer contribution / active EE | $860 | $5,246-83.6% | $4,816-82.1% | $4,742-81.9% |
| Participant deferral / active EE | $1,172 | $7,801-85.0% | $7,448-84.3% | $6,401-81.7% |
| Admin fee / account holder | $31 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |