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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 | $3,636 | $72,071-95.0% | $68,368-94.7% | $137,256-97.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.91% | 353.14%-337.2pp | 292.57%-276.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $305 | $2,788-89.1% | $2,649-88.5% | $4,156-92.7% |
| Participant deferral / active EE | $305 | $4,410-93.1% | $4,123-92.6% | $6,407-95.2% |
| Admin fee / account holder | $130 | $5,336-97.6% | $5,150-97.5% | $12,270-98.9% |