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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 | $55,585 | $54,370+2.2% | $82,763-32.8% | $68,490-18.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.02% | -13.67%-1.3pp | 702.45%-717.5pp | -7.85%-7.2pp |
| Employer contribution / active EE | $12 | $2,219-99.4% | $3,008-99.6% | $2,597-99.5% |
| Participant deferral / active EE | $97 | $3,247-97.0% | $4,395-97.8% | $4,028-97.6% |
| Admin fee / account holder | $139 | $4,398-96.8% | $5,325-97.4% | $5,403-97.4% |