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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 | $8,832 | $90,691-90.3% | $76,119-88.4% | $145,884-93.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.03% | 624.52%-607.5pp | 361.25%-344.2pp | 551.85%-534.8pp |
| Employer contribution / active EE | $494 | $3,329-85.2% | $2,693-81.6% | $4,662-89.4% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $96 | $8,383-98.9% | $6,421-98.5% | $13,392-99.3% |