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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 | $7,241 | $70,366-89.7% | $66,674-89.1% | $138,895-94.8% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.7%+4.1pp | 79.9%-2.1pp |
| Annual return | 19.67% | 386.41%-366.7pp | 321.24%-301.6pp | 145.39%-125.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $459 | $4,374-89.5% | $4,084-88.8% | $6,396-92.8% |
| Admin fee / account holder | $122 | $5,262-97.7% | $5,098-97.6% | $12,562-99.0% |