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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 | $27,940 | $100,805-72.3% | $86,698-67.8% | $134,532-79.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.21% | 29.09%-42.3pp | 35.95%-49.2pp | 418.27%-431.5pp |
| Employer contribution / active EE | $551 | $3,490-84.2% | $2,837-80.6% | $4,741-88.4% |
| Participant deferral / active EE | $1,350 | $5,339-74.7% | $4,656-71.0% | $6,401-78.9% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |