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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 | $26,903 | $138,114-80.5% | $125,391-78.5% | $134,545-80.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.52% | 750.88%-769.4pp | 572.41%-590.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $678 | $5,246-87.1% | $4,816-85.9% | $4,742-85.7% |
| Participant deferral / active EE | $942 | $7,801-87.9% | $7,448-87.3% | $6,401-85.3% |
| Admin fee / account holder | $264 | $11,570-97.7% | $10,009-97.4% | $11,431-97.7% |