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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 | $27,845 | $117,846-76.4% | $102,434-72.8% | $145,884-80.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.34% | 31.90%-18.6pp | 29.46%-16.1pp | 551.85%-538.5pp |
| Employer contribution / active EE | $240 | $3,615-93.4% | $3,023-92.1% | $4,662-94.9% |
| Participant deferral / active EE | $560 | $5,733-90.2% | $5,055-88.9% | $6,690-91.6% |
| Admin fee / account holder | $43 | $13,356-99.7% | $9,462-99.5% | $13,392-99.7% |