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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 | $111,830-70.2% | $93,696-64.5% | $145,884-77.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 78.42% | 204.08%-125.7pp | 133.74%-55.3pp | 551.85%-473.4pp |
| Employer contribution / active EE | $131 | $3,093-95.8% | $2,422-94.6% | $4,662-97.2% |
| Participant deferral / active EE | $126 | $4,920-97.4% | $4,417-97.1% | $6,690-98.1% |
| Admin fee / account holder | $186 | $10,249-98.2% | $8,287-97.8% | $13,392-98.6% |