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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 | $20,351 | $63,346-67.9% | $92,240-77.9% | $70,126-71.0% |
| Participation rate | 95.5% | 68.7%+26.8pp | 76.5%+19.0pp | 69.5%+25.9pp |
| Annual return | 128.62% | 530.19%-401.6pp | 176.29%-47.7pp | 73.15%+55.5pp |
| Employer contribution / active EE | $142 | $2,471-94.2% | $3,680-96.1% | $2,343-93.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $50 | $3,841-98.7% | $5,194-99.0% | $4,645-98.9% |