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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 | $50,605 | $106,905-52.7% | $84,020-39.8% | $152,885-66.9% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.5%+6.4pp |
| Annual return | 49.93% | 105.00%-55.1pp | 71.31%-21.4pp | 345.39%-295.5pp |
| Employer contribution / active EE | $50 | $2,735-98.2% | $1,984-97.5% | $4,763-98.9% |
| Participant deferral / active EE | $50 | $4,012-98.7% | $3,239-98.4% | $5,851-99.1% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |