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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 | $56,968 | $142,361-60.0% | $119,608-52.4% | $134,509-57.6% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -1.50% | -12.46%+11.0pp | -14.98%+13.5pp | 418.13%-419.6pp |
| Employer contribution / active EE | $565 | $5,224-89.2% | $4,232-86.7% | $4,741-88.1% |
| Participant deferral / active EE | $824 | $6,468-87.3% | $5,601-85.3% | $6,400-87.1% |
| Admin fee / account holder | $194 | $13,588-98.6% | $10,326-98.1% | $11,427-98.3% |