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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 | $3,923 | $72,071-94.6% | $68,368-94.3% | $137,256-97.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.58% | 353.14%-338.6pp | 292.57%-278.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $89 | $2,788-96.8% | $2,649-96.6% | $4,156-97.9% |
| Participant deferral / active EE | $147 | $4,410-96.7% | $4,123-96.4% | $6,407-97.7% |
| Admin fee / account holder | $72 | $5,336-98.6% | $5,150-98.6% | $12,270-99.4% |