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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 | $33,454 | $127,387-73.7% | $115,038-70.9% | $125,389-73.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.15% | 31.28%-33.4pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $337 | $5,166-93.5% | $4,608-92.7% | $4,866-93.1% |
| Participant deferral / active EE | $1,625 | $6,423-74.7% | $6,026-73.0% | $5,352-69.6% |
| Admin fee / account holder | $83 | $9,516-99.1% | $8,175-99.0% | $9,541-99.1% |