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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 | $12,281 | $42,914-71.4% | $60,888-79.8% | $68,498-82.1% |
| Participation rate | 90.4% | 66.8%+23.6pp | 73.1%+17.3pp | 67.9%+22.5pp |
| Annual return | -15.11% | -13.99%-1.1pp | 16.91%-32.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $290 | $1,979-85.4% | $2,702-89.3% | $2,596-88.8% |
| Participant deferral / active EE | $579 | $2,868-79.8% | $3,817-84.8% | $4,027-85.6% |
| Admin fee / account holder | $101 | $3,102-96.7% | $3,225-96.9% | $5,403-98.1% |