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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 | $19,054 | $52,911-64.0% | $73,309-74.0% | $59,633-68.0% |
| Participation rate | 75.9% | 68.2%+7.6pp | 74.9%+1.0pp | 68.7%+7.2pp |
| Annual return | 5.56% | 12.20%-6.6pp | 5.67%-0.1pp | 2041.45%-2035.9pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,835-100.0% | $5,635-100.0% | $4,297-100.0% |