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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 | $28,832 | $107,941-73.3% | $91,994-68.7% | $152,909-81.1% |
| Participation rate | 78.3% | 81.2%-2.9pp | 78.6%-0.4pp | 82.5%-4.2pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,491 | $6,366-76.6% | $5,924-74.8% | $5,851-74.5% |
| Admin fee / account holder | $7 | $10,521-99.9% | $7,744-99.9% | $11,601-99.9% |