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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 | $2,054 | $72,071-97.2% | $68,368-97.0% | $137,256-98.5% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 31.07% | 353.14%-322.1pp | 292.57%-261.5pp | 220.34%-189.3pp |
| Employer contribution / active EE | $284 | $2,788-89.8% | $2,649-89.3% | $4,156-93.2% |
| Participant deferral / active EE | $450 | $4,410-89.8% | $4,123-89.1% | $6,407-93.0% |
| Admin fee / account holder | $15 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |