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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 | $40,104 | $104,937-61.8% | $84,628-52.6% | $152,897-73.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 0.00% | 373.88%-373.9pp | 258.80%-258.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $95 | $3,303-97.1% | $2,653-96.4% | $4,764-98.0% |
| Participant deferral / active EE | $95 | $4,690-98.0% | $3,900-97.6% | $5,851-98.4% |
| Admin fee / account holder | $5 | $6,243-99.9% | $4,914-99.9% | $11,599-100.0% |