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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 | $10,633 | $81,276-86.9% | $155,574-93.2% | $80,925-86.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 131.80% | 33.36%+98.4pp | 64.87%+66.9pp | 35.65%+96.2pp |
| Employer contribution / active EE | $169 | $3,103-94.6% | $4,676-96.4% | $2,756-93.9% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $233 | $7,993-97.1% | $15,914-98.5% | $6,940-96.6% |