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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 | $14,381 | $53,841-73.3% | $75,731-81.0% | $85,851-83.2% |
| Participation rate | 91.7% | 69.0%+22.6pp | 74.8%+16.8pp | 69.3%+22.3pp |
| Annual return | 17.30% | 24.54%-7.2pp | 104.65%-87.3pp | 318.63%-301.3pp |
| Employer contribution / active EE | $293 | $2,017-85.5% | $2,743-89.3% | $2,565-88.6% |
| Participant deferral / active EE | $586 | $2,895-79.8% | $3,820-84.7% | $3,952-85.2% |
| Admin fee / account holder | $98 | $3,340-97.1% | $3,620-97.3% | $6,261-98.4% |