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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 | $49,303 | $190,879-74.2% | $160,009-69.2% | $134,532-63.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.61% | 552.63%-568.2pp | 408.85%-424.5pp | 418.27%-433.9pp |
| Employer contribution / active EE | $11 | $4,995-99.8% | $4,225-99.8% | $4,741-99.8% |
| Participant deferral / active EE | $11 | $6,924-99.8% | $6,183-99.8% | $6,401-99.8% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |