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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 | $162,529-91.9% | $130,788-89.9% | $154,746-91.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.95% | 510.48%-494.5pp | 386.44%-370.5pp | 172.34%-156.4pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $53 | $4,808-98.9% | $4,137-98.7% | $6,730-99.2% |
| Admin fee / account holder | $30 | $7,669-99.6% | $6,673-99.6% | $14,365-99.8% |