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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 | $94,119 | $82,334+14.3% | $68,815+36.8% | $134,554-30.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -10.87% | -2.17%-8.7pp | -6.37%-4.5pp | 418.46%-429.3pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,741-100.0% | $3,943-100.0% | $6,401-100.0% |
| Admin fee / account holder | $165 | $6,484-97.5% | $4,936-96.7% | $11,430-98.6% |