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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 | $7,607 | $101,618-92.5% | $93,063-91.8% | $137,256-94.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.92% | 223.95%-206.0pp | 34.15%-16.2pp | 220.34%-202.4pp |
| Employer contribution / active EE | $50 | $2,707-98.2% | $2,476-98.0% | $4,156-98.8% |
| Participant deferral / active EE | $50 | $4,279-98.8% | $3,958-98.7% | $6,407-99.2% |
| Admin fee / account holder | $121 | $6,198-98.0% | $6,033-98.0% | $12,270-99.0% |