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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 | $90,253 | $124,346-27.4% | $111,308-18.9% | $167,536-46.1% |
| Participation rate | 79.2% | 79.6%-0.5pp | 77.3%+1.8pp | 82.1%-2.9pp |
| Annual return | 0.00% | 37.45%-37.5pp | 54.67%-54.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $484 | $3,437-85.9% | $2,732-82.3% | $4,839-90.0% |
| Participant deferral / active EE | $642 | $5,182-87.6% | $4,487-85.7% | $6,342-89.9% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |