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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 | $50,633 | $57,352-11.7% | $83,831-39.6% | $64,173-21.1% |
| Participation rate | 98.1% | 68.6%+29.5pp | 76.1%+22.0pp | 69.6%+28.5pp |
| Annual return | 229.09% | 11.38%+217.7pp | 850.99%-621.9pp | 7.63%+221.5pp |
| Employer contribution / active EE | $126 | $2,546-95.1% | $3,631-96.5% | $2,381-94.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $43 | $4,046-98.9% | $5,479-99.2% | $4,887-99.1% |