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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 | $25,294 | $87,544-71.1% | $75,784-66.6% | $125,388-79.8% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -2.15% | 13.49%-15.6pp | 9.68%-11.8pp | 282.24%-284.4pp |
| Employer contribution / active EE | $376 | $3,930-90.4% | $3,323-88.7% | $4,866-92.3% |
| Participant deferral / active EE | $871 | $4,229-79.4% | $3,652-76.1% | $5,352-83.7% |
| Admin fee / account holder | $187 | $6,502-97.1% | $5,300-96.5% | $9,541-98.0% |