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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 | $45,175 | $154,209-70.7% | $130,062-65.3% | $139,487-67.6% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 17.41% | 32.52%-15.1pp | -137.37%+154.8pp | 373.84%-356.4pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,649 | $6,709-75.4% | $5,821-71.7% | $6,713-75.4% |
| Admin fee / account holder | $27 | $13,988-99.8% | $10,601-99.7% | $11,407-99.8% |