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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 | $7,537 | $93,124-91.9% | $77,100-90.2% | $134,545-94.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.94% | 62.68%-82.6pp | 42.35%-62.3pp | 418.37%-438.3pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $655 | $5,242-87.5% | $4,430-85.2% | $6,401-89.8% |
| Admin fee / account holder | $286 | $6,970-95.9% | $5,443-94.7% | $11,431-97.5% |