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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 | $10,688 | $95,915-88.9% | $79,580-86.6% | $134,532-92.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -4.14% | -2.71%-1.4pp | 0.15%-4.3pp | 418.27%-422.4pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $439 | $4,693-90.6% | $3,985-89.0% | $6,401-93.1% |
| Admin fee / account holder | $191 | $9,132-97.9% | $6,835-97.2% | $11,429-98.3% |