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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 | $33,358 | $115,810-71.2% | $101,271-67.1% | $158,966-79.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 26.75% | 56.15%-29.4pp | 46.48%-19.7pp | 302.95%-276.2pp |
| Employer contribution / active EE | $56 | $4,175-98.7% | $3,660-98.5% | $4,762-98.8% |
| Participant deferral / active EE | $1,037 | $4,958-79.1% | $4,371-76.3% | $5,983-82.7% |
| Admin fee / account holder | $116 | $7,248-98.4% | $5,948-98.1% | $11,250-99.0% |