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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 | $39,778 | $107,666-63.1% | $102,184-61.1% | $154,746-74.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.63% | 29.33%-15.7pp | 31.58%-18.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $442 | $8,719-94.9% | $8,309-94.7% | $6,730-93.4% |
| Admin fee / account holder | $102 | $12,943-99.2% | $11,609-99.1% | $14,365-99.3% |