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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 | $14,778 | $53,546-72.4% | $69,890-78.9% | $68,490-78.4% |
| Participation rate | 97.1% | 64.5%+32.6pp | 70.5%+26.7pp | 67.9%+29.2pp |
| Annual return | -7.99% | -13.87%+5.9pp | 190.84%-198.8pp | -7.85%-0.1pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $61 | $4,693-98.7% | $6,267-99.0% | $5,403-98.9% |