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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 | $101,797 | $142,409-28.5% | $119,634-14.9% | $134,545-24.3% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -16.44% | -12.46%-4.0pp | -14.98%-1.5pp | 418.37%-434.8pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,600 | $6,468-75.3% | $5,601-71.4% | $6,401-75.0% |
| Admin fee / account holder | $149 | $13,594-98.9% | $10,329-98.6% | $11,431-98.7% |