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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 | $15,474 | $97,751-84.2% | $103,431-85.0% | $145,978-89.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 52.68% | 25.43%+27.2pp | 23.92%+28.8pp | 550.52%-497.8pp |
| Employer contribution / active EE | $0 | $4,684-100.0% | $4,678-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $245 | $6,603-96.3% | $6,625-96.3% | $6,690-96.3% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,412-100.0% | $13,400-100.0% |