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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 | $14,069 | $42,909-67.2% | $60,906-76.9% | $68,486-79.5% |
| Participation rate | 98.2% | 66.8%+31.4pp | 73.1%+25.1pp | 67.9%+30.3pp |
| Annual return | -8.90% | -13.99%+5.1pp | 16.94%-25.8pp | -7.85%-1.0pp |
| Employer contribution / active EE | $316 | $1,979-84.0% | $2,703-88.3% | $2,597-87.8% |
| Participant deferral / active EE | $324 | $2,866-88.7% | $3,814-91.5% | $4,028-91.9% |
| Admin fee / account holder | $260 | $3,104-91.6% | $3,227-91.9% | $5,404-95.2% |