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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 | $4,835 | $70,121-93.1% | $63,803-92.4% | $138,895-96.5% |
| Participation rate | 94.7% | 77.2%+17.5pp | 72.7%+22.0pp | 79.9%+14.8pp |
| Annual return | 90.58% | 946.48%-855.9pp | 543.72%-453.1pp | 145.39%-54.8pp |
| Employer contribution / active EE | $237 | $2,882-91.8% | $2,532-90.6% | $4,194-94.4% |
| Participant deferral / active EE | $688 | $4,535-84.8% | $3,843-82.1% | $6,396-89.2% |
| Admin fee / account holder | $88 | $6,738-98.7% | $5,196-98.3% | $12,562-99.3% |