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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 | $17,265 | $95,415-81.9% | $185,851-90.7% | $85,851-79.9% |
| Participation rate | 88.5% | 68.8%+19.7pp | 81.7%+6.8pp | 69.3%+19.1pp |
| Annual return | 12.21% | 23.59%-11.4pp | 122.11%-109.9pp | 318.63%-306.4pp |
| Employer contribution / active EE | $308 | $3,314-90.7% | $5,168-94.0% | $2,565-88.0% |
| Participant deferral / active EE | $735 | $3,424-78.5% | $5,569-86.8% | $3,952-81.4% |
| Admin fee / account holder | $151 | $7,215-97.9% | $16,245-99.1% | $6,261-97.6% |