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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 | $82,236 | $133,981-38.6% | $112,249-26.7% | $134,532-38.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $122 | $4,040-97.0% | $3,636-96.7% | $4,741-97.4% |
| Participant deferral / active EE | $972 | $5,292-81.6% | $4,729-79.4% | $6,401-84.8% |
| Admin fee / account holder | $166 | $7,492-97.8% | $6,412-97.4% | $11,429-98.6% |