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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 | $10,138 | $100,203-89.9% | $85,240-88.1% | $145,897-93.1% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.6pp |
| Annual return | 48.59% | 84.28%-35.7pp | 66.75%-18.2pp | 552.29%-503.7pp |
| Employer contribution / active EE | $300 | $3,242-90.7% | $2,735-89.0% | $4,663-93.6% |
| Participant deferral / active EE | $586 | $5,299-88.9% | $4,527-87.1% | $6,689-91.2% |
| Admin fee / account holder | $188 | $7,265-97.4% | $6,165-97.0% | $13,390-98.6% |