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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 | $22,229 | $90,467-75.4% | $93,759-76.3% | $134,509-83.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -17.21% | -15.72%-1.5pp | -11.33%-5.9pp | 418.13%-435.3pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,980-100.0% | $6,096-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $9,258-100.0% | $7,197-100.0% | $11,427-100.0% |