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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 | $20,268 | $96,123-78.9% | $77,361-73.8% | $198,609-89.8% |
| Participation rate | 87.5% | 81.1%+6.4pp | 75.0%+12.5pp | 82.4%+5.1pp |
| Annual return | 16.82% | 2054.81%-2038.0pp | 1011.54%-994.7pp | 202.70%-185.9pp |
| Employer contribution / active EE | $416 | $3,791-89.0% | $2,990-86.1% | $5,055-91.8% |
| Participant deferral / active EE | $574 | $4,975-88.5% | $3,911-85.3% | $6,977-91.8% |
| Admin fee / account holder | $37 | $9,471-99.6% | $5,894-99.4% | $19,030-99.8% |