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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 | $45,294 | $133,998-66.2% | $112,263-59.7% | $134,545-66.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.56% | 47.17%-63.7pp | 27.49%-44.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $392 | $4,040-90.3% | $3,636-89.2% | $4,742-91.7% |
| Participant deferral / active EE | $1,263 | $5,292-76.1% | $4,729-73.3% | $6,401-80.3% |
| Admin fee / account holder | $179 | $7,493-97.6% | $6,410-97.2% | $11,431-98.4% |