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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 | $16,583 | $118,869-86.0% | $96,575-82.8% | $167,518-90.1% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 75.27% | 50.49%+24.8pp | 37.79%+37.5pp | 478.71%-403.4pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,357-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $217 | $8,067-97.3% | $6,182-96.5% | $12,312-98.2% |