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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 | $47,120 | $103,038-54.3% | $90,324-47.8% | $152,909-69.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.42% | 95.25%-71.8pp | 78.15%-54.7pp | 345.46%-322.0pp |
| Employer contribution / active EE | $116 | $3,141-96.3% | $2,856-95.9% | $4,764-97.6% |
| Participant deferral / active EE | $355 | $4,282-91.7% | $3,885-90.9% | $5,851-93.9% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |