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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 | $70,366-94.4% | $66,674-94.1% | $138,895-97.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.58% | 386.41%-371.8pp | 321.24%-306.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $89 | $2,765-96.8% | $2,620-96.6% | $4,194-97.9% |
| Participant deferral / active EE | $147 | $4,374-96.6% | $4,084-96.4% | $6,396-97.7% |
| Admin fee / account holder | $72 | $5,262-98.6% | $5,098-98.6% | $12,562-99.4% |