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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 | $94,414 | $75,935+24.3% | $60,547+55.9% | $125,389-24.7% |
| Participation rate | 72.7% | 76.5%-3.8pp | 68.0%+4.8pp | 83.2%-10.5pp |
| Annual return | -1.23% | -5.38%+4.1pp | 335.64%-336.9pp | 282.24%-283.5pp |
| Employer contribution / active EE | $253 | $3,438-92.6% | $2,419-89.6% | $4,866-94.8% |
| Participant deferral / active EE | $576 | $4,506-87.2% | $3,328-82.7% | $5,352-89.2% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |