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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 | $27,903 | $142,392-80.4% | $119,622-76.7% | $134,532-79.3% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -16.49% | -12.46%-4.0pp | -14.98%-1.5pp | 418.27%-434.8pp |
| Employer contribution / active EE | $608 | $5,224-88.4% | $4,232-85.6% | $4,741-87.2% |
| Participant deferral / active EE | $1,281 | $6,467-80.2% | $5,601-77.1% | $6,401-80.0% |
| Admin fee / account holder | $107 | $13,593-99.2% | $10,328-99.0% | $11,429-99.1% |