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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 | $33,396 | $103,393-67.7% | $87,103-61.7% | $152,909-78.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $328 | $3,221-89.8% | $2,521-87.0% | $4,764-93.1% |
| Participant deferral / active EE | $328 | $4,778-93.1% | $4,049-91.9% | $5,851-94.4% |
| Admin fee / account holder | $50 | $12,195-99.6% | $7,491-99.3% | $11,601-99.6% |