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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 | $31,240 | $135,645-77.0% | $110,243-71.7% | $135,380-76.9% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.8%+13.5pp | 82.6%+10.7pp |
| Annual return | 5.01% | 513.24%-508.2pp | 314.76%-309.7pp | 519.81%-514.8pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $330 | $5,507-94.0% | $4,672-92.9% | $5,609-94.1% |
| Admin fee / account holder | $8 | $11,458-99.9% | $8,548-99.9% | $10,828-99.9% |