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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 | $52,708 | $100,139-47.4% | $85,187-38.1% | $145,884-63.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.18% | 84.15%-75.0pp | 66.67%-57.5pp | 551.85%-542.7pp |
| Employer contribution / active EE | $268 | $3,238-91.7% | $2,732-90.2% | $4,662-94.3% |
| Participant deferral / active EE | $402 | $5,296-92.4% | $4,525-91.1% | $6,690-94.0% |
| Admin fee / account holder | $15 | $7,262-99.8% | $6,162-99.8% | $13,392-99.9% |