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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 | $16,805 | $107,944-84.4% | $91,994-81.7% | $152,885-89.0% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | 24.99% | 89.26%-64.3pp | 69.03%-44.0pp | 345.39%-320.4pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,282 | $6,365-79.9% | $5,923-78.4% | $5,851-78.1% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |