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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 | $45,140 | $142,409-68.3% | $119,634-62.3% | $134,545-66.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.17% | -12.46%-1.7pp | -14.98%+0.8pp | 418.37%-432.5pp |
| Employer contribution / active EE | $382 | $5,224-92.7% | $4,232-91.0% | $4,742-91.9% |
| Participant deferral / active EE | $1,511 | $6,468-76.6% | $5,601-73.0% | $6,401-76.4% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |