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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 | $13,173 | $149,040-91.2% | $120,225-89.0% | $137,256-90.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.95% | 605.68%-589.7pp | 439.23%-423.3pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $53 | $4,655-98.9% | $3,999-98.7% | $6,407-99.2% |
| Admin fee / account holder | $30 | $6,348-99.5% | $5,696-99.5% | $12,270-99.8% |