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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 | $115,089 | $167,522-31.3% | $151,639-24.1% | $134,532-14.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.25% | 7.81%-27.1pp | 3.34%-22.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $365 | $6,828-94.7% | $6,165-94.1% | $4,741-92.3% |
| Participant deferral / active EE | $553 | $8,986-93.9% | $8,363-93.4% | $6,401-91.4% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |