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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 | $14,667 | $138,114-89.4% | $125,391-88.3% | $134,545-89.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.64% | 750.88%-771.5pp | 572.41%-593.1pp | 418.37%-439.0pp |
| Employer contribution / active EE | $193 | $5,246-96.3% | $4,816-96.0% | $4,742-95.9% |
| Participant deferral / active EE | $1,542 | $7,801-80.2% | $7,448-79.3% | $6,401-75.9% |
| Admin fee / account holder | $152 | $11,570-98.7% | $10,009-98.5% | $11,431-98.7% |