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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 | $2,009 | $70,366-97.1% | $66,674-97.0% | $138,895-98.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 22.46% | 386.41%-363.9pp | 321.24%-298.8pp | 145.39%-122.9pp |
| Employer contribution / active EE | $280 | $2,765-89.9% | $2,620-89.3% | $4,194-93.3% |
| Participant deferral / active EE | $280 | $4,374-93.6% | $4,084-93.1% | $6,396-95.6% |
| Admin fee / account holder | $18 | $5,262-99.7% | $5,098-99.6% | $12,562-99.9% |