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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 | $41,159 | $84,713-51.4% | $75,717-45.6% | $167,518-75.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 25.48% | 199.49%-174.0pp | 104.58%-79.1pp | 478.71%-453.2pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $905 | $4,578-80.2% | $3,821-76.3% | $6,342-85.7% |
| Admin fee / account holder | $40 | $5,357-99.3% | $3,619-98.9% | $12,312-99.7% |