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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 | $24,895 | $108,922-77.1% | $100,398-75.2% | $145,978-82.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 27.66% | 58.04%-30.4pp | 49.32%-21.7pp | 550.52%-522.9pp |
| Employer contribution / active EE | $17 | $4,426-99.6% | $3,946-99.6% | $4,662-99.6% |
| Participant deferral / active EE | $24 | $8,450-99.7% | $8,084-99.7% | $6,690-99.6% |
| Admin fee / account holder | $35 | $9,680-99.6% | $7,893-99.6% | $13,400-99.7% |