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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 | $33,300 | $111,787-70.2% | $93,681-64.5% | $145,978-77.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 78.42% | 203.52%-125.1pp | 133.47%-55.1pp | 550.52%-472.1pp |
| Employer contribution / active EE | $131 | $3,093-95.8% | $2,422-94.6% | $4,662-97.2% |
| Participant deferral / active EE | $126 | $4,918-97.4% | $4,415-97.1% | $6,690-98.1% |
| Admin fee / account holder | $186 | $10,256-98.2% | $8,290-97.8% | $13,400-98.6% |